Nvidia’s data center revenue has exploded to nearly $50 billion as AI companies pour money into infrastructure. The Equity podcast team questions whether this represents sustainable growth or just another tech mania. They explore whether we should even call it a bubble when belief in AI’s future is
Intel has scheduled the official debut of its Panther Lake CPU lineup for January 5, 2026 during CES. These processors will be the first to use Intel’s cutting-edge 18A manufacturing technology and feature major architectural upgrades across CPU, GPU, and AI components.
Nvidia crushed earnings expectations again, reporting $51.2 billion in data center revenue and guiding for $65 billion next quarter. The most impressive number? Reiterating its $500 billion sales guidance for Blackwell and Rubin chips through 2025-2026.
Nvidia’s latest earnings show the AI chip boom is far from over. The company reported $57bn in revenue and projected $65bn for the current quarter, both beating Wall Street estimates significantly. Shares jumped in after-hours trading following the announcement.
Nvidia faces a crucial earnings test today as investors scrutinize AI demand signals. The stock has dropped 10% this month but remains up 35% year-to-date. Wall Street expects strong results despite recent market jitters.
AMD is reportedly preparing its second GPU price increase in just two months due to skyrocketing memory costs. The hike could affect all Radeon models across gaming, workstation, and AI segments. NVIDIA is also considering similar moves for early 2026.
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.
AMD officially launches the Ryzen 5 7500X3D, a 6-core budget gaming processor with 3D V-Cache technology. The $269 CPU claims significant gaming performance advantages over Intel’s competing chips while maintaining 65W TDP.
AMD is making an aggressive play for Nvidia’s data center AI dominance. CEO Lisa Su outlined plans to capture double-digit market share with projected 80% revenue growth for Instinct GPUs. The company sees a $1 trillion total addressable market by 2030.
Asian tech stocks plunged Wednesday as the global AI selloff deepened. Japan’s Nikkei dropped 4.7% while South Korea’s Kospi fell over 6%, erasing much of its October gains. The downturn reflects growing skepticism about AI valuations.
