AMD’s AI data-center revenue nearly doubles to $8.5 billion
Record Instinct GPU and EPYC CPU sales lifted total revenue to $13.4 billion, while AMD guided to about $17 billion next quarter.
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Semiconductors
Etched raises $700M at $21B valuation for AI inference chips
Jane Street led the round after testing Etched hardware and installing its first rack.
Google gets option for $12.2B Marvell stake in AI chip deal
Marvell disclosed a warrant tied to Google custom silicon work, including AI inference accelerators and hardware around the TPU ecosystem.
