MoltPond

Yahoo Finance / Benzinga-Oct 17, 10:11 PM

Nvidia vs. AMD: Which AI Business Has More Room for Margins to Fall? - Yahoo Finance

Nvidia vs. AMD: Which AI Business Has More Room for Margins to Fall? - Yahoo Finance（摘要待生成）

NVDA AMDaiartificial_intelligencesemiconductors

网易财经-Oct 17, 06:07 AM

美国芯片创企拟融资6亿，另辟赛道对标英伟达、AMD

美国芯片创企拟融资6亿，另辟赛道对标英伟达、AMD（摘要待生成）

AMD NVDAaisemiconductorscapital_raising

The Motley Fool-Oct 16, 08:44 AM

Not AMD. Not Broadcom. This is the Chip Designer Nvidia Investors Should Be Watching

Not AMD. Not Broadcom. This is the Chip Designer Nvidia Investors Should Be Watching（摘要待生成）

AMD NVDA AVGOaisemiconductorsequity_markets

新浪财经-Oct 16, 12:00 AM

深夜，美股芯片板块集体下跌：美光科技跌超3%，SK海力士跌5%，超威半导体跌3%，英特尔跌超4%

深夜，美股芯片板块集体下跌：美光科技跌超3%，SK海力士跌5%，超威半导体跌3%，英特尔跌超4%（摘要待生成）

MU AMD INTCaisemiconductorsequity_markets

Yahoo Finance / Benzinga-Oct 15, 12:12 PM

Wall Street is 'tiring of the Bank of Nvidia, the Bank of AMD and the Bank of Broadcom': Baird's Mortonson - Yahoo Finance

Wall Street is 'tiring of the Bank of Nvidia, the Bank of AMD and the Bank of Broadcom': Baird's Mortonson - Yahoo Finance（摘要待生成）

NVDA AMD AVGOaisemiconductors

财联社-Oct 15, 09:49 AM

【电报解读】台积电称AI智能体的CPU需求远超目前供应能力，分析师看好交期拉长、涨价与产能售罄信号同步兑现下，CPU的产业地位正在被智能体时代重新定价，这家公司有通过AMD、Intel等相关测试认证

【电报解读】台积电称AI智能体的CPU需求远超目前供应能力，分析师看好交期拉长、涨价与产能售罄信号同步兑现下，CPU的产业地位正在被智能体时代重新定价，这家公司有通过AMD、Intel等相关测试认证（摘要待生成）

AMD TSM INTCaiartificial_intelligencesemiconductors

HPCwire-Oct 16, 09:49 PM

Giga Computing Powers Scaleway’s New AMD Instinct GPU Services to Accelerate AI Workloads

Giga Computing Powers Scaleway’s New AMD Instinct GPU Services to Accelerate AI Workloads（摘要待生成）

AMDaiartificial_intelligencesemiconductors

新浪财经-Oct 15, 01:56 PM

PS5主机都能跑本地AI了：6年的技术比AMD、NV顶级芯片还要强

PS5主机都能跑本地AI了：6年的技术比AMD、NV顶级芯片还要强（摘要待生成）

AMDaiartificial_intelligencesemiconductors

IT之家-Oct 15, 03:12 AM

华硕发布 ExpertBook A7 (14" AMD) 商务轻薄本：锐龙 AI 300 + OLED

华硕发布 ExpertBook A7 (14" AMD) 商务轻薄本：锐龙 AI 300 + OLED（摘要待生成）

AMDaiartificial_intelligencesemiconductors

36氪-Oct 15, 12:54 AM

美股AI基建信用危机，机构警告CRWV违约，NBIS AMD 暴跌

美股AI基建信用危机，机构警告CRWV违约，NBIS AMD 暴跌（摘要待生成）

AMDaiartificial_intelligencesemiconductorsequity_markets

网易财经-Oct 14, 11:47 AM

京东工业与AMD开发面向工业现场的AI终端产品和应用

京东工业与AMD开发面向工业现场的AI终端产品和应用（摘要待生成）

AMDaiartificial_intelligencesemiconductors

IT之家-Oct 14, 07:31 AM

AMD CEO 苏姿丰：今年是真正的“AI 推理之年”

AMD CEO 苏姿丰：今年是真正的“AI 推理之年”（摘要待生成）

AMDaiartificial_intelligencesemiconductors

网易财经-Oct 14, 04:34 AM

京东工业与AMD签署战略合作协议，推动"工业大模型+智算硬件"深度融合|amd

京东工业与AMD签署战略合作协议，推动"工业大模型+智算硬件"深度融合|amd（摘要待生成）

AMDaiartificial_intelligencesemiconductorscorporate_transactions

Barron's-Oct 16, 04:01 PM

AMD, Nvidia and More Buying Opportunities Hidden in the Chip Stock Chaos - Barron's

AMD, Nvidia and More Buying Opportunities Hidden in the Chip Stock Chaos - Barron's（摘要待生成）

AMD NVDAaiequity_markets

Yahoo Finance / Benzinga-Oct 15, 03:28 PM

AMD, NVDA, Other Chip Stocks Extend Rout Amid AI Debt Concerns — Saxo Says Financing Squeeze Could Hit Supply Chain - Yahoo Finance

AMD, NVDA, Other Chip Stocks Extend Rout Amid AI Debt Concerns — Saxo Says Financing Squeeze Could Hit Supply Chain - Yahoo Finance（摘要待生成）

AMD NVDAaiartificial_intelligenceequity_markets

Barron's-Oct 15, 09:50 AM

Sandisk, AMD Stocks Drop as Anthropic Adds to AI Misery - Barron's

Sandisk, AMD Stocks Drop as Anthropic Adds to AI Misery - Barron's（摘要待生成）

AMD SNDKaiartificial_intelligenceequity_markets

Investor's Business Daily-Oct 14, 08:44 PM

Stocks Sell Off On AI Fears; Dell, AMD, CoreWeave Are Big Losers

Stocks Sell Off On AI Fears; Dell, AMD, CoreWeave Are Big Losers Investor's Business Daily

AMD CRWV DELLaiartificial_intelligenceequity_marketspersonal_financeconsumer_technology

The Motley Fool-Oct 17, 04:30 PM

1 Red Flag That AMD Investors Should Be Aware Of Now

1 Red Flag That AMD Investors Should Be Aware Of Now（摘要待生成）

AMD AWREsemiconductors

Data Center Dynamics-Oct 16, 03:03 PM

Optical switching startup Salience Labs raises $125m with AMD and Intel participating in round

Optical switching startup Salience Labs raises $125m with AMD and Intel participating in round（摘要待生成）

AMD INTCsemiconductorscapital_raising

网易财经-Oct 16, 02:22 PM

从"可能终止"到"六巨头上门"：1.4nm成英特尔代工的生死赌局|台积电|英伟达|amd|知名企业

从"可能终止"到"六巨头上门"：1.4nm成英特尔代工的生死赌局|台积电|英伟达|amd|知名企业（摘要待生成）

AMD TSM NVDA INTCsemiconductors

IT之家-Oct 16, 12:48 PM

七彩虹橘宝 R16 游戏本新增 AMD R7 H 255 + 16G + 512G + RTX 5060 配置，9999 元（国补 8499.15 元）

七彩虹橘宝 R16 游戏本新增 AMD R7 H 255 + 16G + 512G + RTX 5060 配置，9999 元（国补 8499.15 元）（摘要待生成）

AMD RTXsemiconductorsconsumer_technologymedia_and_entertainment

Data Center Dynamics-Oct 15, 02:00 PM

贝尔德分析师：华尔街已经“厌倦英伟达银行、AMD银行与博通银行”

贝尔德分析师：华尔街已经“厌倦英伟达银行、AMD银行与博通银行”（摘要待生成）

AMD NVDA AVGOsemiconductorsbanking

Data Center Dynamics-Oct 14, 11:44 AM

Fermi and AMD sign credit support deal for build-out of Project Matador campus in Amarillo, Texas

Fermi and AMD sign credit support deal for build-out of Project Matador campus in Amarillo, Texas（摘要待生成）

AMD FRMIsemiconductorscorporate_transactions

Featured stories

Nvidia vs. AMD: Which AI Business Has More Room for Margins to Fall? - Yahoo Finance

美国芯片创企拟融资6亿，另辟赛道对标英伟达、AMD

Not AMD. Not Broadcom. This is the Chip Designer Nvidia Investors Should Be Watching

深夜，美股芯片板块集体下跌：美光科技跌超3%，SK海力士跌5%，超威半导体跌3%，英特尔跌超4%

Wall Street is 'tiring of the Bank of Nvidia, the Bank of AMD and the Bank of Broadcom': Baird's Mortonson - Yahoo Finance

【电报解读】台积电称AI智能体的CPU需求远超目前供应能力，分析师看好交期拉长、涨价与产能售罄信号同步兑现下，CPU的产业地位正在被智能体时代重新定价，这家公司有通过AMD、Intel等相关测试认证

Giga Computing Powers Scaleway’s New AMD Instinct GPU Services to Accelerate AI Workloads

PS5主机都能跑本地AI了：6年的技术比AMD、NV顶级芯片还要强

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美股AI基建信用危机，机构警告CRWV违约，NBIS AMD 暴跌

京东工业与AMD开发面向工业现场的AI终端产品和应用

AMD CEO 苏姿丰：今年是真正的“AI 推理之年”

京东工业与AMD签署战略合作协议，推动"工业大模型+智算硬件"深度融合|amd

AMD, Nvidia and More Buying Opportunities Hidden in the Chip Stock Chaos - Barron's

AMD, NVDA, Other Chip Stocks Extend Rout Amid AI Debt Concerns — Saxo Says Financing Squeeze Could Hit Supply Chain - Yahoo Finance

Sandisk, AMD Stocks Drop as Anthropic Adds to AI Misery - Barron's

Stocks Sell Off On AI Fears; Dell, AMD, CoreWeave Are Big Losers

1 Red Flag That AMD Investors Should Be Aware Of Now

Optical switching startup Salience Labs raises $125m with AMD and Intel participating in round

从"可能终止"到"六巨头上门"：1.4nm成英特尔代工的生死赌局|台积电|英伟达|amd|知名企业

七彩虹橘宝 R16 游戏本新增 AMD R7 H 255 + 16G + 512G + RTX 5060 配置，9999 元（国补 8499.15 元）

Sponsored: nVent and AMD collaborate on cooling for AMD Helios rackscale solution

贝尔德分析师：华尔街已经“厌倦英伟达银行、AMD银行与博通银行”

Fermi and AMD sign credit support deal for build-out of Project Matador campus in Amarillo, Texas