EarningsOct 31, 20261 min read

AMD Posts Strong Q3 Results Led by Instinct MI350 Data Center Accelerator Shipments

AMD surpassed third-quarter forecasts with $7.65 billion in revenue, propelled by triple-digit growth in its Data Center segment and strong Instinct MI350 sales.

Third-Quarter Financial Highlights

Advanced Micro Devices (AMD) reported third-quarter revenue of $7.65 billion, representing an 18% year-over-year increase and beating analyst projections of $7.48 billion. Adjusted earnings per share reached $1.08, compared to consensus expectations of $1.02.

Data Center Division Surges

The Data Center business unit delivered record quarterly revenue of $3.95 billion, up over 120% year-over-year. Growth was driven by sustained adoption of the EPYC server CPU family and rapid delivery ramp of the Instinct MI350 series AI accelerators across enterprise and sovereign AI deployments.

Forward Guidance

For the fourth quarter, AMD guided r

Tech & AIOct 31, 20261 min read

NVIDIA Accelerates Blackwell Ultra Architecture Shipments as AI Data Center Demand Surges

NVIDIA has accelerated the production timeline for its Blackwell Ultra architecture to satisfy surging hyperscaler backlog, maintaining strong mid-70% gross margins.

Production Acceleration

NVIDIA has announced an accelerated ramp schedule for its Blackwell Ultra AI architecture, pulling forward anticipated mass shipments into late Q4 to satisfy unprecedented backlog from major cloud service providers. The company indicated that architectural optimizations and high-yield manufacturing partnerships have allowed it to bypass earlier packaging bottlenecks.

Cloud and Enterprise Demand

Hyperscale operators including Microsoft Azure, Amazon Web Services, and Google Cloud have expanded multi-billion-dollar capital allocation commitments toward next-generation GPU clusters. Enterprise customers cite significant inference performance efficiency and lower cost-per-token metrics on trillion-parameter models as primary drivers for the accelerated transition.

Market Impact and Margin Outlook

NVIDIA reaffirmed its gross margin target range in the mid-70% territory for the fiscal year, dispelling margin compression concerns associated with early-stage hardware transitions. The stock traded up 2.4% in extended trading following the announcement.

Tech & AIOct 31, 20261 min read

ASML Posts Record €11.7B Q3 Sales on Surging AI Chipmaker EUV Demand

ASML posted record Q3 net sales of €11.7 billion as demand for EUV lithography systems from leading AI chipmakers continues to outstrip production capacity.

ASML Delivers Record €11.7B Q3 Sales on Robust EUV Demand for AI Chips

ASML Holding N.V. (NASDAQ: ASML) reported record quarterly net sales of €11.7 billion for the third quarter of 2026, driven by intense global demand for its advanced Extreme Ultraviolet (EUV) photolithography systems.

Key Highlights

Quarterly Sales: Reached €11.7 billion, demonstrating resilient capital equipment investments across leading foundries.
Forward Bookings: Bookings and advance payments remained robust, with €5.7 billion billed or collected ahead of machine shipments.
AI Demand Backlog: Leading chip manufacturers are securing multi-year delivery slots for high-NA EUV scanners to s