SemiVoice

AI AMD Data center stock market

AMD Issues Warning, Stock Price Plummets

➀ AMD's stock price plummeted after disappointing data center business outlook;

➁ Despite strong overall revenue growth in the fourth quarter, data center performance overshadowed other achievements;

➂ Concerns about AMD's weakened momentum in the AI device field were confirmed with DeepSeek, a Chinese startup, entering the market at a lower cost, further exacerbating worries;

➃ AMD's total revenue grew 24% to $7.66 billion in the fourth quarter, exceeding expectations;

➄ AMD remains optimistic about 2025, predicting double growth in revenue and EPS.

tomshardware

Data center Intel Xeon server market

Intel delays key Xeon data center processor amid massive losses — Clearwater Forest pushed back to 1H 2026

➀ Intel has delayed the release of its key data center processor, Clearwater Forest, to the first half of 2026 due to massive losses and challenges with packaging technology.

➁ The delay is seen as a setback for Intel's competitive position in the data center market and its efforts to regain market share.

➂ Intel's financial results revealed significant losses, with the company investing heavily in new fabs and production capacity in the U.S.

Cooling Technology Data center market growth

Vertiv: AI Factory Construction Is Accelerating Top-Line Growth

1. Vertiv is guiding a strong outlook for eFY25 with accelerated top-line growth paired with improved margins; 2. The company's strong backlog, partnerships, and expansion in liquid cooling and modular solutions position it for robust growth; 3. Management forecasts global data center footprint to grow at a 24% CAGR through 2028.

tomshardware

Qualcomm hires Intel's Xeon architect to lead development of server CPUs

➀ Qualcomm hires Sailesh Kottapalli, a former Intel Xeon architect, to lead its data center CPU development; ➁ Kottapalli joins as a senior vice president, bringing 28 years of Intel experience; ➂ Qualcomm's new server CPUs will use cores from Nuvia, acquired in 2021.

Arm CPUs Data center Intel Qualcomm Server CPUs SoC Xeon

Data center Memory Technology revenue growth

Micron's Bold Bet On AI Memory

1. Micron's data center revenue surged 4X YoY and 40% sequentially in Q1-FY25, contributing 55% of consolidated revenue. 2. High Bandwidth Memory (HBM) revenue doubled sequentially, with a TAM projection growing from $16B in CY24 to $30B in CY25. 3. Q1-FY25 DRAM revenue reached $6.4B, increasing 87% YoY and 20% sequentially.

AI Data center investment

Credo Technology: Riding The AI Tailwind Into 2025

1. Credo Technology Group is well-positioned to benefit from AI and data center growth; 2. The company reported very strong quarterly results and provided revenue guidance that significantly exceeded expectations; 3. Despite a premium valuation, Credo's strong revenue growth, improving margins, and multi-year AI tailwinds make it a compelling investment, especially on pullbacks.

servethehome

Vertiv Hydrogen Fuel Cell Quick Look

➀ This article provides a quick look at Vertiv's hydrogen fuel cell solution, capable of generating 600kW of power and mostly exhaust water and water vapor. ➁ The article discusses the challenges of power in modern AI data centers and the potential of hydrogen fuel cells as a power source. ➂ It highlights the Vertiv fuel cell container and its ability to provide around 200kW of power output.

Data center energy

electronicsforu

Data center Littelfuse Telecom electronics

Right Angle Illuminated Tactile Switches

➀ Littelfuse introduces the C&K Switches EITS Series, right-angle illuminated tactile switches; ➁ The switches are designed for versatility and ease of integration, targeting telecom, data center, and professional audio/video markets; ➂ Key features include flexible assembly options, multiple LED color options, and high-temperature compatibility.

Marvell Technology: Top Pick For AI Growth

1. Marvell Technology's data center growth surged in Q3'25, with a 98% increase driven by AI demand; 2. A major restructuring in Q3'25 refocused Marvell on data center products to enhance operational leverage and profitability; 3. Marvell's strategic partnership with AWS and advancements in custom AI silicon and optical products are expected to drive significant growth in eFY26.

AI Data center Growth

Data center Growth Strategy cloud services

Oracle's Growth Story Remains Intact, Shares May Need To Take A Breather

1. Oracle's growth trajectory remains strong despite supply constraints and geopolitical risks; 2. Cloud services, now 77% of revenue, are driving growth with significant contributions from AI demand and OCI partnerships; 3. Capital investments are set to double in eFY25, with a large data center under construction.

electronicsweekly

Data center Kioxia storage

Kioxia and Pure target hyperscalers

➀ Kioxia and Pure Storage are collaborating to provide storage solutions for hyperscalers; ➁ The companies aim to offer a storage platform designed to meet the needs of hyperscale environments, with benefits such as increased performance, improved cost efficiency, and lower power consumption; ➂ Both companies emphasize the importance of all-flash technology and its role in addressing the complexities of modern hyperscale data centers.

servethehome

AWS Data center Marvell Networking Optical Modules semiconductor

Marvell Nabs a Big Multi-Year Multi-Product Win at AWS

➀ Marvell has announced a significant multi-year and multi-product win at AWS; ➁ The win includes custom AI products, optical digital signal processors (DSPs), active electrical cable (AEC) DSPs, PCIe retimers, data center interconnect (DCI) optical modules, and Ethernet switching silicon solutions; ➂ The deal is a competitive win against Broadcom and Astera Labs in various parts of the business.

tomshardware

Intel CEO Pat Gelsinger visits Elon Musk’s Memphis data center, touts Xeon deployment — praises xAI team for building it “in such a short amount of time”

➀ Intel CEO Pat Gelsinger visits Elon Musk’s Memphis data center and praises the deployment of Xeon processors; ➁ xAI team is commended for building the AI head node in a short amount of time; ➂ Intel’s financial struggles and its attempt to regain market share with Xeon chips are discussed.

AI Data center Intel NVIDIA Xeon ai accelerator cpu gaming technology

Data center Investment Analysis

Why AMD Stock Is A Gift At $138 (Technical Analysis)

1. Advanced Micro Devices (AMD) is undervalued at $138 with significant profit growth potential, especially in the booming data center segment; 2. AMD's data center sales surged 122% YoY in Q3, driven by the MI300 accelerator, positioning it as a strong competitor to Nvidia Corporation; 3. Despite short-term technical challenges, AMD's fundamentals are robust, with expected profit growth of 54% in 2024, making it a compelling investment.

Nvidia: Blackwell In Full Production, As Promised

1. Nvidia's Blackwell processors, initially delayed, are now in full production; 2. Nvidia's Q3 Data Center revenue hit record highs due to insatiable demand for AI accelerators; 3. Blackwell outperforms AMD's MI325X, with Nvidia's AI accelerators leading in efficiency and performance; 4. Nvidia's data center disruption is expected to drive over 100% revenue growth in fiscal 2025 and beyond.

Data center NVIDIA

tweaktown

AMD's gaming revenue for PlayStation, Xbox, and Radeon fell 58% in 2024

➀ AMD achieved record revenue of $7.7 billion in Q4 2024 and $25.8 billion for the year, driven by data center products and Ryzen CPUs.

➁ AMD's Gaming revenue fell 59% year-over-year in Q4, with the segment becoming the smallest in AMD's portfolio.

➂ Despite the decline, AMD's Gaming segment remains profitable, but the focus is on Data Center profits.

AI AMD Data center EPYC Ryzen gaming revenue

tweaktown

ASUS AI POD with 36 NVIDIA Grace CPUs and 72 Blackwell GPUs shipping in March

➀ The ASUS AI POD, featuring the NVIDIA GB200 NVL72 platform, is set for March 2025 shipping.

➁ It boasts 26 NVIDIA GRACE CPUs, 72 Blackwell GPUs, and advanced cooling, offering significant AI performance enhancements.

➂ Designed for data centers, it supports large-scale AI training and inference, with ASUS providing full-service solutions.

AI ASUS CPU Data center GPU HPC NVIDIA cooling

tweaktown

Phison's new Pascari D205V Gen5 data center SSD: up to 122.88TB, up to 14.6GB/sec reads

➀ Phison introduces the Pascari D205V SSD with a massive 122.88TB capacity and read speeds up to 14.6GB/sec; ➁ The SSD leverages Phison's X2 controller and 2Tb 3D QLC technology for superior performance; ➂ The SSD is designed to meet AI data needs and enhance scalability and power efficiency.

3D QLC Data center Performance Phison SSD Storage

trendforce