AMD’s Financial Analyst Day outlined an ambitious growth strategy targeting over 35% compound annual revenue growth. The company sees AI reshaping everything from data centers to PCs, with detailed GPU roadmaps and $36B in embedded design wins.
The investor who predicted the 2008 crash says tech giants are artificially inflating profits by stretching depreciation schedules. Meta and Oracle could be overstating earnings by 20% or more.
New research reveals AI agents can’t complete basic freelance tasks independently. But with just 20 minutes of human feedback, completion rates surge dramatically across writing, coding, and data science projects.
AMD now commands about 40% of the server CPU market and has doubled its new Epyc customer acquisitions year-over-year. The company revealed that over 60% of Fortune 100 companies use AMD products, with enterprise adoption growing quarterly. Looking ahead, AMD confirmed Zen 6 processors built on 2nm
Mozilla is developing an AI Window feature for Firefox that will serve as an intelligent, user-controlled space. The company positions this as a different approach from competitors who keep users in conversational loops. Users can join a waitlist for updates on the new feature.
The AI sector has grown so large and interconnected that it’s becoming systemically important. If the bubble bursts, taxpayers could face bailout costs similar to the 2008 financial crisis, with UK bailouts costing £700 per taxpayer and US costs reaching $498 billion.
NVIDIA is moving toward directly supplying complete AI server systems rather than just components. This strategic shift could reduce deployment times from 9-12 months to just 90 days while increasing the company’s margins. The change represents NVIDIA’s push to control more of the AI infrastructure
Scientists have created a new statistical method called the Huber mean that makes data analysis on curved geometric spaces more reliable. The approach combines efficiency and outlier resistance in one framework, achieving a breakdown point of 0.5. This could improve applications from medical imaging
The AI coding tool space is heating up dramatically as Cursor secures massive funding while competitors like OpenAI and Anthropic sharpen their own offerings. This latest round values the company at nearly $30 billion just months after its previous funding.
Google is rolling out AI shopping tools that can call local stores on your behalf and automatically purchase items when prices drop. The features launch just in time for the holiday shopping season and could change how we find products online.
