Donald Trump is giving the National Medal of Science to Musk, Brin, Huang and Su and the technology medal to Dell and Nadella on Thursday. CNBC reported that all six have funded Trump or Republican causes, and his latest disclosure shows trades in companies tied to five of them.
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AMD's Lisa Su met 13 Korean AI firms in Seoul to discuss pairing AMD CPUs and GPUs with local inference chips. So far the plan is talks and planned demonstrations, and AMD's firmer Korean ties from the same trip run through memory supply.
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AMD's Lisa Su said AI chip supply will rise substantially in 2027 and that supplier planning now runs three to five years out, up from one to two. She lifted the $10 billion Taiwan pledge without naming a new figure, so the case for a multi-year shortage still rests more on her forecast than on AMD's cash.
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S&P 500 and Nasdaq closed at records as the 10-year Treasury yield slipped 3.2 basis points to 5.279%. Stocks and yields have risen together for months and profits are forecast up 30.6%, so earnings look like the bigger force under the index.
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AMD rose 32% and Intel 21% in a month as Meta's Muse and OpenAI's Dots ran long-running AI agents on CPUs. The cash behind the move depends on how many agent sessions run and whose processors they run on.
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Korea's science ministry is arranging an Oct. 8 meeting between AMD and five named AI chip startups, FuriosaAI and Rebellions among them. The plan is still unconfirmed, and the only money the reports show moving between AMD and Korea pays Samsung for memory.
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AMD is buying Fei-Fei Li's World Labs for about $8.2 billion and making Li its chief scientist. The chipmaker says workloads like the lab's will shape its chip roadmap, a claim that matters most to teams training robots in simulation.
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AMD agreed to buy Fei-Fei Li's World Labs for about $8.2 billion in stock as GPU suppliers move into robotics model work. Robotics teams now have to decide how much of their data and failed experiments a compute vendor gets to see.
Publishers:financialpost.com · turingpost.com Reality
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AMD's market value briefly passed $1 trillion for the first time after its shares rose almost 30% in September and broke above $600. CNBC credits demand for processors that run AI agents alongside accelerators, so the price now depends on two chip businesses.
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buildConfirmed7 publishers AMD agreed to buy Fei-Fei Li's World Labs in an all-stock deal valued at about $8.2 billion. AMD says owning the 3D and simulation lab gives it a closer view of emerging AI workloads; outside teams benefit only if the resulting GPU optimizations ship.
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AMD is paying $8.2 billion in stock for Fei-Fei Li's World Labs, 64% above the startup's last reported valuation, with no revenue disclosed. AMD says Li's team will help shape its future chip roadmaps, a forecast it is buying with shares worth under 1% of its own market value.
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AMD agreed to buy Fei-Fei Li's World Labs for about $8.2 billion in stock, more than $100 million for each of its roughly 70 employees. The chipmaker is paying for an early look at one lab's AI workloads, and its own shareholders absorb the dilution.
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AMD agreed to buy Fei-Fei Li's World Labs in an all-stock deal valued at about $8.2 billion. The chipmaker says researchers who build 3D-world and robotics models will give it deeper insight into the workloads its future hardware, software and systems must serve.
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The Nasdaq's 2.26% record close ran on Meta's Muse agent and the chipmakers it is supposed to sell more of. The commitments behind AMD's first $1 trillion valuation come from Microsoft and Anthropic.
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Jensen Huang, Lisa Su and Elon Musk held three of ten seats at Trump's table with Xi Jinping as the two governments bargain over chips and tariffs. Supply plans ride on those talks; the proposed AI-incident channel is still too early to plan compliance around.
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AMD passed $1 trillion on Monday and Arm gained 17.16% as investors bet Meta's Muse agent will need far more server processors. The published estimates of how much CPU an agent needs span a tenfold range.
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Chief financial officer Jean Hu put high-performance computing at $3 trillion by 2030, up from about $2 trillion in July, with the server-CPU slice alone going from roughly $60 billion to roughly $220 billion.
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The MI455X carries 50% more HBM than the chip it replaces, and AMD's memory supplier just posted a record 76% operating margin. Rack buyers are now budgeting memory, not compute.
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