Palantir’s Karp Inks New Manufacturing Deals With Defense Startups
Mizuho analyst Vijay Rakesh maintains A MDwith a Outperform and lowers the price target from $140 to $120.
JP Morgan Believes AMD's AI GPU Business Would Grow By 60 Percent This Year, Highlights Oracle's Initial Order Of 30,000 MI355X GPUs
QNX Extends Collaboration with AMD to Boost Performance in Robotic Systems
Larry Ellison, Chairman and Chief Technology Officer, Oracle: In Q3, we signed a multi billion dollar contract with AMD to build a cluster of 30,000 of their latest MI355X GPUs.
Daily Discussion Monday 2025-03-10
Advanced Micro Devices Inc. (AMD): Among Stocks That Will Go to the Moon According to Reddit
SMCI Daily - Playing with my money is like playing with my emotions - Edition
Long lines and happy costumers at the launch of Radeon RX 9070 and 9070XT
Large retailer says it has "over 1000" RX 9070 XT cards in stock, and that's for just one model
Vultr Announces Availability of AMD Instinct MI325X GPUs to Power Enterprise AI
Lisa Su on X - Huge step forward for advanced chip manufacturing in the U.S. We have seen great results as a lead customer @TSMC in Arizona and we look forward to building even more of our highest performance compute and AI chips here in America.
Daily Discussion Tuesday 2025-03-04
Daily Thread - Monday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻
Daily Discussion Friday 2025-02-28
Daily Discussion Thursday 2025-02-27
Andy Jassy says AMD AI chips are on AWS
Dell Expands Telecom AI Capabilities to Drive Business Outcomes
With 10K behind us this is the best buy opportunity - upvote if you agree
WHO OF YOU GUYS ARE STILL IN?
Hot Aisle: Update on Our Conversation with Dr. Lisa Su
RDNA 4, Feb 28th!
Microsoft Cancels Leases for AI Data Centers, Analyst Says
AMD enters indian market
