AI Market Movers · GPUs, accelerators & foundries
AMD
AMD
AMD is the listed alternative: MI300 and whatever comes next, sold into the same racks Nvidia already owns.
- Site
- amd.com
- Who
- Lisa Su, CEO
Market reaction
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On X
Filing: AMD will pay ~$2.9B in cash and stock for AI chip startup Taalas, with $1.4B dependent on unspecified conditions; the deal was announced in August (@muradhem / Globe and Mail) (Visit Techmeme dot com for the link and full context!)
— Techmeme (@Techmeme) Nov 4, 2026
AMD $AMD just put a price on Taalas: about $2.9 billion, and the same 10-Q shows how hard AMD is locking up supply. The filing says the cash-and-stock deal for Taalas, the Toronto startup building specialized inference silicon, is valued at roughly $2.9B, including up to $1.4B
— Jose Najarro Stocks (@josenajarro) Nov 4, 2026
Latest news
Reuters
Trump administration scraps meeting of panel that includes Meta's Zuckerberg, Nvidia's HuangThe Trump administration postponed Friday's meeting of the President's Council of Advisers on Science and Technology, which includes Meta CEO Mark Zuckerberg, Nvidia CEO Jensen…
Reuters
AI boom turns chip packaging into the next battleground for semiconductorsReuters reports (Nov 6) that the race to build AI infrastructure is pouring billions into advanced chip packaging, now a critical bottleneck for the most powerful processors. TSMC…
Reuters
AMD books $1.1 billion charge for warrants tied to OpenAI and Meta chip dealsAMD recorded a $1.07 billion non-cash charge, or 66 cents a share, in the third quarter to account for warrants it granted OpenAI and Meta in exchange for multibillion-dollar AI…
The Globe and Mail
AMD to pay about $2.9 billion for AI inference chip startup Taalas, filing showsAMD's quarterly 10-Q, filed Wednesday, puts a price on the Taalas deal it announced in August without terms: a cash-and-stock transaction valued at about $2.9 billion, including…
CNBC
AMD beats Q3 estimates as data center revenue nearly doubles, guides Q4 above StreetAMD reported third-quarter revenue of $13.38 billion, up 45% from a year earlier and ahead of the $13.09 billion LSEG estimate, with adjusted EPS of $2.09. Data center revenue…
In the Daily
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