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AMD's management said on the call that its data center segment reached an inflection point in the quarter, becoming the company's biggest revenue driver. Data center sales rose 57% in the quarter to ...

AMD is winning the AI “deployment/inference” phase: data-center revenue +57% YoY to $5.8B and management calling data center the primary growth driver. The market ...

AMD reported its Q3 earnings on November 4. During the earnings call, AMD CEO Lisa Su said: "Development of both our MI400 series GPUs and 'Helios' rack is progressing rapidly, supported by deep ...

Nvidia (NVDA) reported Q4 FY2026 revenue of $68.13B (+73.2% YoY) with Data Center at $62.31B (+75%) and free cash flow of $34.9B for the quarter, trading at a 24 forward P/E with 37% upside to the ...

Advanced Micro Devices CEO Lisa Su said the company's strong first-quarter earnings were largely driven by boosted demand for central processing units. "Agents are really driving tremendous demand in ...

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from management: AI infrastructure is no longer only an accelerator ...

NVIDIA's Q4 FY2026 was record-setting. Revenue hit $68.13 billion, up 73.2% YoY, with Data Center at $62.31 billion (+75%) and Networking up 263%. Free cash flow reached $34.9 billion in the quarter ...

Cybersecurity researchers have disclosed details of an intrusion that involved the use of a CloudZ remote access tool (RAT) and a previous undocumented plugin dubbed Pheno with the aim of facilitating ...