MiningAdoptionCore Scientific Shifts to AMD AI Data Centers as Bitcoin Mining Winds DownCore Scientific signed an agreement with AMD to deploy AI accelerators across its data center footprint, marking an acce...Jul 28, 2026, 05:01 PMCore ScientificAMD
MarketsMacroNvidia Maintains AI Chip Lead as AMD, Intel Stocks Rally on Valuation ShiftNvidia controlled 75-81% of AI accelerator revenue in the first half of 2026, cementing its market position. However, AM...Jul 26, 2026, 12:02 AMNvidiaAMD
MacroAMD, Arm, Intel vie for agentic AI chip dominance amid compute demand surgeAMD, Arm, and Intel are competing for leadership in agentic AI infrastructure as CPU demand accelerates. The outcome wil...Jul 18, 2026, 05:02 PMAMDArm
AdoptionMacroSK Hynix Launches US Listing Marketing Process Amid AI Chip DemandSK Hynix, a major semiconductor manufacturer, has begun marketing for a US listing as investor appetite for AI infrastru...Jul 6, 2026, 02:04 PMSK HynixNVIDIA
MacroAMD Stock Outperforms Nvidia in 2026 as AI Chip Competition IntensifiesAMD's stock rose more than Nvidia's in 2026 as competition in the AI chip market intensified. The shift signals potentia...Jun 30, 2026, 03:01 AMAMDNvidia
MacroCPUs Challenge Nvidia's AI Inference Dominance as Chipmakers CompeteCPU makers are gaining ground in AI inference workloads, traditionally dominated by Nvidia GPUs, as performance improvem...Jun 20, 2026, 05:01 AMNvidiaIntel
AdoptionMacroNvidia, Microsoft, and Arm Preview N1X Laptop Processors Before ComputexNvidia, Microsoft, and Arm have announced plans to showcase new N1X laptop processors ahead of Computex, marking Nvidia'...May 30, 2026, 01:01 AMNvidiaMicrosoft
MacroAdoptionSamsung Ships HBM4 AI Memory Samples; Shares Rise 6%Samsung Electronics shipped samples of its HBM4 memory chip and announced a partnership with AMD, signaling progress in ...May 29, 2026, 03:03 AMSamsung ElectronicsAMD
AdoptionMacroQualcomm Signs Major Data Center Customer, Expands Beyond Mobile ChipsQualcomm has secured a major data center customer as it diversifies revenue beyond mobile processors. The expansion sign...May 17, 2026, 01:05 AMQualcommIntel
MacroAMD and Intel Hit Record Highs as AI Demand Accelerates Chip RallyAMD and Intel reached all-time highs Tuesday as demand for processors powering agentic AI applications drove a broader s...May 8, 2026, 10:05 PMAMDIntel
MacroNvidia's AI Chip Market Share Faces Pressure From Rival ProcessorsNvidia's share of the AI processor market contracted as rival chipmakers released competing products, according to recen...May 6, 2026, 01:06 PMNvidiaAMD
TechnologyArtificial IntelligenceLisa Su: The Future of AMD Powered by AI | a16z Live InsightsAMD CEO Lisa Su announced that AI will be a core component of all future AMD products. This strategy reflects a signific...Feb 18, 2026, 02:03 AMLisa SuAMD
