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Jensen Huang’s departure closes a 33-year era at Nvidia and opens one of the most closely watched succession contests in global technology. With names such as Lisa Su, Rene Haas and Tim Cook circulating in market conversation, the debate now centers on whether Nvidia will choose a proven operator, a rival industry leader or an external surprise.
Jensen Huang’s departure closes a 33-year era at Nvidia and opens one of the most consequential succession contests in the global technology sector. With names such as Lisa Su, Rene Haas and Tim Cook now circulating, the search has quickly become a referendum on the kind of company Nvidia wants to be in its next phase.
Advanced Micro Devices is leaning harder into its data center business, a shift that underscores why consumers and gamers should not expect relief on graphics card pricing any time soon. Chief Executive Lisa Su’s framing of AMD as a “data center first company” reflects where the company sees the strongest growth, even as its gaming division weakens and investors reassess the stock after its latest pullback.
Advanced Micro Devices has forecast fourth-quarter revenue of about $17 billion, topping Wall Street expectations as demand for artificial intelligence chips continues to accelerate. The outlook underscores AMD’s growing position in the data-centre market, even as a tighter-than-expected gross margin forecast and shortages of high-bandwidth memory temper the near-term picture.
Advanced Micro Devices rallied sharply after reporting third-quarter results that topped Wall Street expectations, with data center revenue nearly doubling as demand for artificial intelligence chips accelerated. The results reinforced investor confidence that AMD is emerging as a credible challenger in the high-growth AI infrastructure market dominated by Nvidia.
Shares of Sandisk and Advanced Micro Devices fell as fresh reporting around Anthropic’s revenue trajectory revived doubts about how quickly the artificial intelligence boom can translate into durable, high-growth economics. The move underscores a broader market tension: investors remain enthusiastic about AI demand, but increasingly sensitive to any sign that monetization may be slowing before valuations fully catch up.
ASML Holding NV reported mixed third-quarter results, with revenue and some operating metrics coming in unevenly against expectations, but the Dutch chip-equipment giant raised its guidance and said order interest remains visible well into the end of the decade. The update eased some fears that the artificial intelligence investment cycle is cooling, even as shares of several semiconductor names came under pressure on profit-taking and valuation concerns.
Nvidia’s latest surge toward record territory has intensified a sharp divide among investors over how much further the chipmaker can run in October. While bullish voices continue to frame the stock as the clearest beneficiary of artificial intelligence spending, skeptics argue that valuation, positioning and expectations are already stretched after an extraordinary rally. The debate has spilled into crypto and retail trading circles, where Nvidia is being treated as both a momentum trade and a macro signal for the AI complex. The result is a market that remains structurally supportive of the stock, but increasingly sensitive to any sign that growth is merely meeting, rather than beating, the most elevated forecasts.
A new analysis of Saturn’s moon Enceladus is sharpening scientists’ understanding of how material from its subsurface ocean becomes the icy grains that feed its spectacular plumes. The work matters beyond planetary science because it offers a clearer model of how water, salts, and organic chemistry can be transported, transformed, and preserved in extreme environments relevant to the search for life and the study of volatile-rich worlds.
Nvidia and AMD have surged to fresh record highs, extending a powerful rally in artificial intelligence-linked equities even as valuation gauges suggest the broader technology sector is not yet expensive by historical standards. The move underscores a market that remains willing to pay for AI growth, while still finding room to argue that large-cap tech is not in bubble territory.
OpenAI Chief Executive Sam Altman said the artificial intelligence boom will inevitably produce “some bad things,” but argued that society should accept those risks because the long-term benefits are likely to be substantial. His remarks sharpen the debate over how quickly the AI industry should advance, and how much harm regulators, investors and the public are willing to tolerate in exchange for productivity gains and new capabilities.
The U.S. Treasury says more than 60 million children have been automatically enrolled in newly created Trump Accounts, marking a rapid rollout of one of the administration’s most closely watched savings initiatives. The move could reshape household saving behavior, broaden early-life market exposure and add a new policy variable for investors tracking consumer finance and long-duration equity flows.
Advanced Micro Devices has agreed to acquire AI startup World Labs in an $8.2 billion deal expected to close by year-end, marking one of its most aggressive moves yet to expand beyond traditional chips and into the fast-growing AI infrastructure market. The transaction intensifies AMD’s challenge to Nvidia, which has dominated the market for high-performance computing hardware powering generative AI.
Advanced Micro Devices has agreed to acquire World Labs, the artificial intelligence startup led by Fei-Fei Li, in an $8.2 billion deal that underscores the escalating battle for dominance in AI compute. The transaction gives AMD a high-profile research and talent asset as it seeks to narrow the gap with Nvidia in the market for chips and systems powering generative AI.
Advanced Micro Devices has agreed to acquire World Labs, the artificial intelligence startup co-founded by Fei-Fei Li, in an $8.2 billion transaction that underscores how aggressively chipmakers are moving to secure the next phase of AI demand. The deal positions AMD to compete more directly in so-called physical AI and broader AI compute, areas that could reshape the market beyond today’s large-language-model boom.
Advanced Micro Devices has agreed to acquire World Labs in an $8.2 billion deal that would bring AI pioneer Fei-Fei Li into the company as executive vice president and chief scientist, according to the breaking transaction terms. The move signals AMD’s most aggressive push yet to deepen its frontier AI capabilities and compete more directly for influence in the next phase of machine learning infrastructure. The acquisition, if completed, would pair one of the semiconductor industry’s most important hardware suppliers with one of AI’s most prominent academic and product leaders, underscoring how the race for AI advantage is increasingly being fought across chips, models and systems design.
Advanced Micro Devices is set to acquire World Labs, the artificial intelligence company co-founded by Fei-Fei Li, in an $8.2 billion transaction that would rank among the chipmaker’s largest deals on record. AMD had previously invested in the company, underscoring a strategic relationship that has now evolved into a full takeover as the semiconductor group seeks a larger role in the fast-moving AI infrastructure market.
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