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AMD's $8.5B Record, Nvidia's 5T Crown & the Chip Selloff Paradox
Audio is available on Spreaker — see link below.
AMD shatters data center records with $8.5B in quarterly revenue while Nvidia reclaims the world's most valuable company title — yet the global semiconductor index drops 12% in three days. Today's briefing unpacks the AMD-Nvidia rivalry, Nvidia's unwritten China rule, the SK Hynix permit standoff, and what ASE's third capex raise this year tells us about the packaging bottleneck.
Audio is available on Spreaker — see link below.
AMD just posted the most consequential quarter in its data center history. Eight point five billion dollars in data center revenue.
The forward guidance is where it gets sharper. AMD is calling Q4 at seventeen billion dollars.
NVIDIA isn't standing still. The stock rose three percent to two hundred and eight dollars and twenty-four cents, pushing its market cap back to five point zero three trillion dollars.
While AMD reported record numbers, the broader market moved in the opposite direction. Taiwan's TAIEX fell three point five nine percent, dropping over one thousand six hundred points.
Two supply chain developments are worth watching in parallel. The US Commerce Department is withholding equipment export licenses for SK Hynix's Dalian plant in China.
One quieter data point. MediaTek has confirmed a second customer for its custom data center AI accelerator, and that customer is outside China.
The near-term picture comes down to a few specific tests. Can AMD sustain this trajectory as the MI450 ramp scales and ROCm matures?
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