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Cerebras shares jump 17% on upbeat annual forecast, easing AI jitters

Cerebras shares jump 17% on upbeat annual forecast, easing AI jitters

By Anhata Rooprai Nov 12 (Reuters) - Cerebras Systems raised its 2026 revenue forecast and signed Microsoft as a customer, easing investor concerns about AI spending and sending the chip and cloud company's shares more than 17% higher in extended trading on Thursday.
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Jensen Huang, Anthropic, and the Hardware Economics Behind Frontier AI

Jensen Huang, Anthropic, and the Hardware Economics Behind Frontier AI

The AI revolution runs on specialized hardware. This is the story of how NVIDIA's Jensen Huang powers companies like Anthropic, and why it costs billions.
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Cerebras Systems Reports Record Q3 Revenue, Cites OpenAI Contract Delays Due to Data Center Constraints

Cerebras Systems Reports Record Q3 Revenue, Cites OpenAI Contract Delays Due to Data Center Constraints

Cerebras Systems Reports Record Q3 Revenue, Cites OpenAI Contract Delays Due to Data Center Constraints
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AMD Launches EPYC 9006 SP7 Processors to Power Next-Generation AI and HPC Platforms

AMD Launches EPYC 9006 SP7 Processors to Power Next-Generation AI and HPC Platforms

AMD Launches EPYC 9006 SP7 Processors to Power Next-Generation AI and HPC Platforms
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AMD Executives Address Agentic AI Claims, Emphasizing Broad CPU Utility for Diverse Workloads

AMD Executives Address Agentic AI Claims, Emphasizing Broad CPU Utility for Diverse Workloads

AMD Executives Address Agentic AI Claims, Emphasizing Broad CPU Utility for Diverse Workloads
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AMD CEO Lisa Su Declares 'Data Center-First' Strategy Amid Record Revenue and Shifting Market Dynamics

AMD CEO Lisa Su Declares 'Data Center-First' Strategy Amid Record Revenue and Shifting Market Dynamics

AMD CEO Lisa Su Declares 'Data Center-First' Strategy Amid Record Revenue and Shifting Market Dynamics
ReutersReuters
Analysis-Investors worry the AI trade might lose Nvidia's largesse after Huang

Analysis-Investors worry the AI trade might lose Nvidia's largesse after Huang

By Ankur Banerjee SINGAPORE, Nov 12 (Reuters) - As chip giant Nvidia's chief Jensen Huang stepped down on Thursday, investors' biggest fears were as much about the future of the multitrillion-dollar company as its ability and willingness to continue bankrolling the AI boom.
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AMD's Data Center Business Surges, Poised to Overtake Intel in Revenue

AMD's Data Center Business Surges, Poised to Overtake Intel in Revenue

AMD's Data Center Business Surges, Poised to Overtake Intel in Revenue
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AMD and Micron: Contrasting AI Semiconductor Opportunities Amidst Market Volatility

AMD and Micron: Contrasting AI Semiconductor Opportunities Amidst Market Volatility

AMD and Micron: Contrasting AI Semiconductor Opportunities Amidst Market Volatility
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AI Memory Chip Market Remains Strong Despite Stock Market Selloff

AI Memory Chip Market Remains Strong Despite Stock Market Selloff

AI Memory Chip Market Remains Strong Despite Stock Market Selloff
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Spectro Cloud and AMD Launch AMD Instinct Coder 355 for Local-First AI Coding

Spectro Cloud and AMD Launch AMD Instinct Coder 355 for Local-First AI Coding

Spectro Cloud and AMD Launch AMD Instinct Coder 355 for Local-First AI Coding
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ING Sells $500 Million in Data Center Loans, Including Stargate Project Debt

ING Sells $500 Million in Data Center Loans, Including Stargate Project Debt

ING Sells $500 Million in Data Center Loans, Including Stargate Project Debt