Story thread · 2 reports / 1 sources

AMD’s record quarter is really a bet that open beats Nvidia’s moat

thenextweb.com · 6dShare

AMD has had its best quarter yet, as the chipmaker reported record revenue of $11.5bn for the second quarter, up 50% on a year earlier, as demand for AI hardware kept climbing. The engine was the data centre which brought in $6.7bn, more than double last year’s figure and now 58% of the company, the […] This story continues at The Next Web

First report: Nvidia’s real moat was never the chips. AI has started rewriting it. — thenextweb.com, 8d