AMD

US Futures Steady After Yield-Driven Wall Street Slide

10-year yields held above 5.2% near 2007 highs as AMD bought World Labs for $8.2B and Anthropic targeted a $2T-plus IPO.

ARK Invest reportedly sells $110M AMD, buys Nvidia

AMD bets $8.2 billion on AI to close gap with Nvidia

River AI Raises $1.1B for Open-Weight AI Full Stack

River AI has raised about $1.1 billion in seed and Series A funding led by General Catalyst and AMP PBC, with strategic investment from NVIDIA and AMD Ventures, and is aiming to create AI that belongs to users rather than labs. Its River API enables LoRA fine-tuning and reinforcement learning on frontier open-weight models, allowing developers to train and deploy personal, continually improving AI while highlighting a multi-billion-dollar valuation in coverage of the round.

Riot Inks 20-Year, 191 MW Anthropic Rockdale Lease

Riot Platforms reported Q2 2026 revenue of $174.2 million and completed the initial 25 megawatts of AMD deployment, while signing a 20-year lease for 191 MW of data-center capacity at Rockdale with a frontier AI lab, bringing contracted capacity to 241 MW and potential revenue up to $16.1 billion with extensions. The 191 MW lease is expected to generate about $9.1 billion over the initial term, with full deployment planned by mid-2028, supported by interim financing and ongoing expansion alongside the AMD agreement and bitcoin mining operations.

AMD-Anthropic to Deploy Up to 2 GW AI Compute

AMD and Anthropic unveiled a deal worth up to $5 billion in equity from AMD in exchange for tens of billions of dollars of AMD’s AI server chips, enabling as much as 2 gigawatts of compute capacity with the first gigawatt online in the first half of 2027. The partnership aims to diversify Anthropic’s compute away from Nvidia and Google TPUs, intensifying AI infrastructure competition as AMD positions itself as a significant supplier alongside other cloud providers and partners.

Danica Pension Buys New AMD Stake Worth $38M

Danica Pension Livsforsikringsaktieselskab disclosed new investments in five companies in the first quarter, taking new positions in AMD, McDonald’s, GE Vernova, Amgen, and Accenture. The moves occur amid broader institutional activity in these stocks as other investors adjust their holdings.

US Technology Giant Seeks To Become Leader In China

U.S. technology giant Advanced Micro Devices may become the preferred U.S. chip provider for China. Amid growing technology competition between the U.S. and China, AMD CEO and president Lisa Su has continued to build…

Another Chips Giant Commits To Manufacturing In US

Advanced Micro Devices (AMD) will begin chip production at Taiwan Semiconductor Manufacturing Company’s (TSMC) facility in Arizona, marking the first time the company’s processors will be made on U.S. soil. The…