Mention Trend — Last 20 Issues

Live Stories (24)

Semiconductor Selloff Wipes ~$1.3T in a Week as AI-Capex-Sustainability Fears Grip Chip Sector — Philly Semi Index -10.8%, Intel -20%+, Micron -13%, AMD -7% by July 8 Close

forbes.com · 2026-07-08 · Score: 22

Nikkei Asia: AI Data Center Boom Reshapes Global CPU Battle — Nvidia, Qualcomm, MediaTek Now Squeezing Intel and AMD

asia.nikkei.com · 2026-07-08 · Score: 20

Meta Discloses Vistara CXL 2.0 ASIC and 'MemServer' Architecture That Recycles Old DDR4 Into DDR5-Only AI Servers, Cuts Inference Server Counts by 25%

tomshardware.com · 2026-06-29 · Score: 23

AMD Delivers First Multi-Node MLPerf Training 6.0 Submission as Round Adds DeepSeek V3 MoE and GPT-OSS 20B Benchmarks

amd.com · 2026-06-16 · Score: 20

AMD and Rackspace Sign Definitive 30 MW Enterprise AI Compute Deployment Agreement, Sending Rackspace Shares Up 27%

amd.com · 2026-06-16 · Score: 22

Samsung Sees Rising Advanced Chip Orders From BYD, Google, AMD as AI Demand Strains TSMC Capacity

nikkei.com · 2026-06-17 · Score: 25

BofA Global Fund Manager Survey: 56% of Investors Say AI Rally Is in 'Boom Phase,' Not Euphoria — FOMO Still Driving Inflows

bloomberg.com · 2026-06-16 · Score: 20

TensorWave Raises $350M Series B at $1.55B to Build AMD-Only Alternative to Nvidia AI Cloud

siliconangle.com · 2026-06-10 · Score: 23

Microsoft Unveils MRC Open Networking Protocol for AI at Build 2026, Co-Developed with AMD, Broadcom, Intel, NVIDIA, and OpenAI

TechCrunch · 2026-06-03 · Score: 21

DriveNets Closes $410M Series D at $8.5B Valuation to Scale Open Ethernet Fabric for AI GPU Clusters

prnewswire.com · 2026-06-01 · Score: 19

AMD Ryzen AI Max PRO 400 Debuts at Computex — First x86 Chip for 300B-Parameter Local LLMs, 192GB Unified Memory, Ships Q3 2026

amd.com · 2026-05-31 · Score: 23

Intel Launches Xeon 6+ 'Clearwater Forest' at Computex — First 18A Data Center CPU, 288 Cores, Claims 30% Per-Thread Lead Over AMD EPYC

tomshardware.com · 2026-06-01 · Score: 21

ALERT U.S. Commerce Dept Closes Loophole Allowing Chinese Firm Overseas Subsidiaries to Buy Nvidia Blackwell and AMD AI Chips Without License

cnbc.com · 2026-05-31 · Score: 35

AMD CEO Lisa Su Meets China's Vice Premier He Lifeng in Shanghai, Pledges Deeper Investment Days After Trump-Xi Summit

tomshardware.com · 2026-05-29 · Score: 20

vLLM Merges Native HIP W4A16 Quantization Kernel — AMD GPU Inference Now First-Class Alongside CUDA Path

github.com · 2026-05-29 · Score: 20

Analyst Says Nvidia On Track to Capture Two-Thirds of x86 Server CPU Market From Intel and AMD — 4 Million Vera CPUs Projected for FY2027 at $20B Revenue

tomshardware.com · 2026-05-23 · Score: 21

AMD Announces $10B+ in Taiwan Ecosystem Investments to Scale Advanced Packaging for Next-Gen AI Infrastructure

Business Insider · 2026-05-21 · Score: 21

CNBC: Wall Street Sees 'Changing of the Guard in AI' as AMD, Intel, and Micron Surge While Nvidia Relatively Lags in 2026

cnbc.com · 2026-05-08 · Score: 24

ALERT OpenAI and Partners Release MRC Open Networking Protocol for AI Training Clusters via Open Compute Project

openai.com · 2026-05-06 · Score: 29

Motherboard Sales Collapse More Than 25% as Chipmakers Redirect Capacity to AI, Strangle Enthusiast PC Market

tomshardware.com · 2026-05-07 · Score: 25

Zyphra Releases ZAYA1-8B: 8B MoE With 760M Active Params Claims to Match DeepSeek-R1 on Math, Trained Entirely on AMD Hardware Under Apache 2.0

prnewswire.com · 2026-05-06 · Score: 22

ALERT AMD Doubles Server CPU Forecast to $120B Citing Agentic AI Demand Surge, Unveils EPYC Verano as First AI-Native CPU; Stock Reverses to +19%

cnbc.com · 2026-05-06 · Score: 28

AMD Q1 2026: Data Center Revenue Surges 57% YoY to $5.8B as AI Chip Demand Drives 38% Total Revenue Growth; Shares Fall 5% on Sell-the-News

cnbc.com · 2026-05-05 · Score: 25

ALERT Nasdaq sinks 1.3% as AI infrastructure stocks plunge on OpenAI revenue miss

CNBC · 2026-04-28 · Score: 28

Newsletter Issues (2)

AI Geopolitics: The chip war is now slowing the US too

2026-04-18 · 1 mentions

#468 Issue #468: AI would nuke us 95% of the time

2026-03-03 · 1 mentions