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Articles Tagged “Ai Chips

4 articles found

Stock Trading

AMD Lands a $60-100 Billion AI Chip Deal With Meta — The Biggest GPU Contract in History

Meta commits to 6 gigawatts of AMD Instinct MI450 GPUs built on TSMC's 2nm node, with first shipments in H2 2026 and AMD issuing 160 million performance-based share warrants.

Jake Trader
Jake TraderMar 10, 20264 min read
Stock Trading

Broadcom Smashes Q1 Estimates as AI Revenue Doubles to $8.4 Billion — Announces a $10 Billion Buyback

Broadcom posts record fiscal Q1 revenue of $19.3 billion with AI chip sales surging 106 percent year-over-year, and management sees a path to $100 billion in AI semiconductor revenue.

Jake Trader
Jake TraderMar 5, 20265 min read
Stock Trading

Nvidia Reports Q4 Earnings Today — Wall Street Expects $65 Billion in Revenue and All Eyes Are on Guidance

Nvidia’s fiscal Q4 FY26 earnings drop after market close today. Analysts expect $65.7B revenue and $1.53 EPS, but forward guidance will move the stock.

Jake Trader
Jake TraderFeb 25, 20265 min read
Stock Trading

AMD and Meta Announce a $100 Billion AI Chip Partnership That Reshapes the GPU Landscape

Meta will deploy up to 6 gigawatts of AMD Instinct GPUs for AI data centers in a landmark multi-year deal worth over $100 billion, sending AMD stock soaring 14% in pre-market trading.

Jake Trader
Jake TraderFeb 24, 20264 min read