Latest market news, earnings coverage, and analysis for AMD (AMD) from KAHROS.
AMD’s AI narrative is maturing in 2026: real scale, tougher competition, and an earnings season that will test whether demand is repeatable.
AMD is shifting from chipmaker to AI infrastructure player with Helios, ZT Systems, and a Nutanix partnership—plus a Meta-linked 2026 timeline.
Meta is reportedly planning big layoffs while targeting $115B–$135B in 2026 capex and signing a $12B AI capacity deal—AI compute is the strategy.
Tesla says its Terafab AI chip project will “launch” March 21, 2026. Here’s why TSLA is leaning into chips, AI, and energy as deliveries cool.
AMD’s 2026 story hinges on scaling Instinct, building an AI rack platform, and navigating export limits—without losing its CPU and PC momentum.
AMD’s Feb. 24, 2026 Meta partnership targets 6GW of Instinct GPUs. Here’s why it matters, what’s unusual, and what to watch next.
AMD leans into AI infrastructure in 2026, touting a 6-gigawatt Meta partnership as hyperscalers budget massive capex for compute.
Meta Platforms is juggling AI infrastructure, Instagram safety features, and Reality Labs’ big losses—plus a dividend era shift investors shouldn’t ignore.
AMD’s long-term Meta partnership targets up to 6GW of Instinct GPUs starting H2 2026, adding credibility—and raising the execution bar.
AMD’s Meta AI infrastructure deal and strong Q4 2025 results put it closer to the center of the AI buildout—now execution into 2H 2026 matters most.
