AMD

Su points to AMD's strategic AI partners, including one recently added, and describes the trajectory she sees for the data center business heading into 2027.

AMD CEO Lisa Su on Q2 results: We're in an extraordinary time for AI compute right now

Su describes how the shift of corporate AI projects from trials into everyday operation is changing what kind of computing hardware customers ask for.

AMD CEO Lisa Su on Q2 results: We're in an extraordinary time for AI compute right now

Su describes how business customers are approaching AI spending as budgets for next year are set, and what mix of models she expects them to use.

AMD CEO Lisa Su on Q2 results: We're in an extraordinary time for AI compute right now

Huang argues the more expensive data centre produces the cheapest output because of its efficiency.

Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis

Wei thanked a list of large US chip customers and characterised their role in the company's American manufacturing plans.

Taiwan Semi plans to invest $100 billion into building 5 fabrication facilities in Arizona