AMD expects to outsell Intel for the first time after a record quarter
THE SO WHAT
AMD forecasting $17B and potentially outgrowing Intel in a quarter—on the back of a near-doubling data center business and a 40% gaming drop—shows how violently spend is rotating into AI and server silicon. If you’re capacity-constrained on GPUs or CPUs, your vendor and SKU mix is now a strategic decision, not a procurement detail.
READ THE SOURCE
MORE FROM THE WIRE
Deep & Emerging TechKalshi Says It’s Not Like Predatory Sportsbooks. NY’s AG Wants Execs to Prove It.
Regulators are starting to treat prediction markets less like quirky fintech and more like consumer gambling products. If your product blurs the line between trading, betting, and forecasting, assume sportsbook-grade scrutiny on business model, disclosures, and customer outcomes.
Deep & Emerging TechIsomorphic Labs in talks to raise $5bn at a $50bn valuation, Bloomberg reports
A potential $5B raise at a $50B valuation for Isomorphic Labs would mark AI-native drug discovery as a capital-intensive, platform-scale play, not a niche tool. Pharma and biotech operators should assume that access to these AI pipelines becomes a strategic dependency on par with access to manufacturing and clinical networks.
Deep & Emerging TechOak Ridge National Laboratory, IBM And AMD Launch New Co-Design Platform for Quantum Error Correction
The ORNL–IBM–AMD co-design platform for quantum error correction is a bet that practical quantum will be won at the intersection of algorithms, hardware, and HPC, not in isolation. If you have long-dated workloads in chemistry, optimization, or materials, it’s time to at least map where quantum-ready components might plug into your stack over the next decade.
Deep & Emerging TechA YC startup is putting $1M behind five unsolved materials science problems for AI
Putting $200,000 bounties on specific materials problems is a shift from generic “AI for science” to targeted, prize-driven discovery. If you’re in deep tech, assume more of your hardest questions will be externalized to AI-heavy solver networks—your edge becomes data access and integration, not just in-house PhDs.