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Biren's 22x Surge, AMD's 107% Quarter & the HBM Supply Crisis
Audio is available on Spreaker — see link below.
Chinese chipmakers on the US Entity List are posting record growth, AMD's data center revenue doubled, and the HBM shortage just got CEO-level validation. Today's briefing covers the structural shifts reshaping the AI hardware race.
Audio is available on Spreaker — see link below.
Biren Technology posted a twenty-two times revenue surge last quarter. That company is on the US Entity List.
Meanwhile, the companies that can still compete globally are running hard. AMD reported two point six billion dollars in data center revenue for Q2 twenty-twenty-six, up one hundred and seven percent year over year.
There's a constraint that cuts across every one of these stories. High-bandwidth memory.
On the demand side, Nvidia has structured five hundred billion dollars in compute financing vehicles with BlackRock, Blackstone, Apollo, KKR, Goldman Sachs, and Brookfield. The purpose is to keep GPU purchases off hyperscaler balance sheets as capex guidance for twenty twenty-seven approaches one point zero eight trillion dollars across the major cloud providers.
One more data point worth tracking. Japan's Nikkei recovered to sixty-nine thousand, led by Advantest, Kioxia, and Tokyo Electron, despite a one point one percent GDP miss.
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