Rumor: GF’s Caulfield to become CEO of Intel - Bits&Chips

AMD Q4 2024 Earnings Discussion

Nvidia’s RTX 50 Debut Was a Paper Launch, Stock Not Expected for Months

Intel Q4 2024 Earnings Discussion

Intel Cancels Falcon Shores AI Chip To Focus On ‘Rack-Scale Solution’

Excited to share that AMD has integrated the new DeepSeek-V3 model on Instinct MI300X GPUs, designed for peak performance with SGLang. DeepSeek-V3 is optimized for AI inferencing. Special thanks to the DeepSeek and SGLang teams for their close collaboration!

AlphaHound AB+

Another Suitor Talking To Intel

Samsung Faces Struggles Ahead as Foundry Investment Reportedly Slashed by Half for 2025 | TrendForce News

SK hynix FY2024 Q4 Earnings Results

Is the Samsung-AMD mobile soc chip dead?

"€˜Time to Load Up,"€™ Says (O'Malley @) Barclays About AMD Stock - TipRanks.com

Five Reasons to Avoid Intel's Desktop CPUs Right Now

AMD confirms Radeon RX 9070 series launching in March - VideoCardz.com

Intel Bartlett Lake CPUs power new 120 x 160mm COM-HPC modules from congatec — features up to 24 hybrid cores, 128GB of DDR5-4000 memory, and 32 EUs

Bernstein's Stacy Rasgon talks Intel's stock seeing best day since August

AMD says it took four goes to get its new Strix Halo uber APU right and that included designing new CPU dies that 'put Threadripper in the palm of your hands'

Enhancing Communications with the Wall Street & Investment Communities

Qualcomm Hires Intel Xeon Chief Architect Amid Server CPU Plans

Anyone see this?

Goldman Sachs downgrades AMD from Buy to Neutral, citing competitive pressures and declining outlook

AMD says Intel's 'horrible product' is causing Ryzen 9 9800X3D shortages

AMD CES announcements from LTT, has RX9070xT in the slides

AMD at CES 2025

FSR4 Coming only to 9070