Markets
AMD Raises $4.5B Debt — How It May Rebalance Growth Tech Exposure
AMD's $4.5B debt pull could lift earnings but also tighten leverage, prompting a strategic shift in tech equity bets.
Amd Coverage
Cowlpane has published 9 articles on amd — primarily in Tech, Markets, Crypto , with coverage from 2026. Sourced from global financial publications.
Crypto
Core Scientific’s AMD Deal Outvalues $9B CoreWeave Offer — Implications for Crypto Mining Stocks
By rejecting a $9B all‑stock buyout and betting on AMD, Core Scientific is reshaping the future of Bitcoin mining infrastructure.
Tech
AMD Data Center Revenue Doubles — Why the AI Infrastructure Race Redefines Semiconductor Portfolios
AMD's massive surge in data center sales signals a structural shift in AI spending that forces investors to re-evaluate the semiconductor landscape.
AI
AMD Acquires Taalas — Why Hard-Coded Silicon Could Redefine AI Inference
AMD's acquisition of Taalas moves AI from flexible software to rigid silicon, trading versatility for 16,000 tokens per second speeds.
Tech
AMD Acquires Taalas — A Direct Strike at AI Inference Dominance
AMD moves to hardwire AI models into silicon, challenging NVIDIA's grip on the rapidly growing inference market.
Tech
AMD Data Center Revenue Doubles — The New Reality for AI Infrastructure Spends
AMD's 107% data center revenue jump signals a massive shift in the AI chip landscape, challenging Nvidia's dominance.
Tech
Kimi K3 Outperforms B300 on MI355X — A Massive Threat to Nvidia's Dominance
Moonshot AI's Kimi K3 delivers superior performance-per-dollar on AMD hardware, challenging Nvidia's Blackwell moat in the enterprise sector.
Tech
RADV Porting to Win32 — AMD's Linux Advantage Moves Toward Windows
Porting the RADV driver to Windows threatens the Linux-first dominance of high-performance open-source graphics stacks.
Tech
AI Infrastructure Shifts Toward Systems — Why Hardware and Energy are the New Battlegrounds
AMD challenges Nvidia's dominance as the AI race shifts from large language models to integrated systems of intelligence and massive energy grids.