AMD specific news
AMD gets a big upgrade from Goldman Sachs following a blowout earnings reportedit
Advanced Micro Devices has considerable room to run over the next year, largely due to structural agentic artificial intelligence tailwinds following a strong first-quarter report, according to Goldman Sachs.
Publication: CNBC TV18
AMD forecasts quarterly revenue above expectations as AI chip demand stays strongedit
Advanced Micro Devices forecast second-quarter revenue above Wall Street expectations on Tuesday, helped by keen demand for its data-center chips as cloud computing companies accelerate spending on artificial-intelligence infrastructure.
Publication: The Economic Times
Competition in news
Jensen Huang Says NVIDIA’s China Chip Share Has Fallen to Zeroedit
NVIDIA CEO Jensen Huang said the company’s market share in China has fallen to zero, as US export controls blocked sales of advanced AI chips to the country. He said this during a recent podcast conversation with Ylli Bajraktari, President and CEO of the Special Competitive Studies Project (SCSP). In FY25, 13% of NVIDIA’s total revenue came from China and Hong Kong, despite the strict export controls.
Publication: Analytics India Mag
After Nvidia share falls to zero in China, CEO Jensen Huang says: China should not have …edit
Nvidia CEO Jensen Huang has taken a firm stance on the global chip race, stating that for the company, America is the priority when it comes to selling its most advanced technology. Speaking at the Milken Institute Global Conference this week, Huang addressed the growing tension between national security and global trade.
Publication: The Times of India
Partner in news
Lenovo India Reaffirms Strong Channel Strategy to Drive the Next Phase of Services Led Growthedit
Beyond structure and services, Lenovo s channel strategy emphasizes ecosystem connectivity. Enhanced digital platforms and community-driven engagement models are enabling partners to collaborate more effectively, access realtime insights, and accelerate their development.
Publication: Digital Terminal
Asia Pacific businesses shift toward multi-hybrid Cloud to power AI: Dell studyedit
The report also claims that one of the most striking trends identified in the research is workload repatriation, which is the process of moving data and applications from the public cloud back to private or local environments.
Publication: The Economic Times
Industry news
12 semiconductor plants approved: Where India s chip manufacturing mission stands, what s nextedit
The Union Cabinet on Tuesday (May 5) approved two new semiconductor plants in India, including one that could be the country s first display fabrication facility, in a big boost to New Delhi s chip ambitions.
Publication: The Indian Express
Government clears two semiconductor projectsedit
The Union Cabinet has approved two new semiconductor manufacturing units with a combined investment of Rs 3,936 crore, marking a further step in India’s effort to build domestic chip capabilities.
Publication: Manufacturing Today
Microsoft Flags Massive Global Phishing Campaign Targeting 35,000 Usersedit
A recent disclosure by Microsoft has revealed the scale and sophistication of a global phishing campaign that targeted over 35,000 users across 13,000 organisations.
Publication: The Hans India
With 12 plants in phase one, India’s chip-making mission sets sights on next frontieredit
The Union Cabinet on Tuesday approved two new semiconductor plants, including one that could be the country’s first display fabrication facility, in a boost to India’s chip-making ambitions.
Publication: The Indian Express
Infosys buys Optimum Healthcare IT to unlock Al-powered digital transformationedit
Infosys has announced a definitive agreement to acquire Optimum Healthcare IT, recognised as a Best in KLAS healthcare digital transformation and consulting firm recognised for helping provider organisations drive large-scale transformation,
Publication: BioSpectrum
IESA Welcomes Cabinet Approval of Two New Semiconductor Projects Under ISMedit
IESA welcomes the Cabinet approval of two new semiconductor projects under the India Semiconductor Mission (ISM). This move further reinforces India’s rapidly expanding semiconductor ecosystem.
Publication: Vishwavani
In India first, Andhra Pradesh clears discom licence for Google s data centre to distribute its own power: Reportedit
While a formal announcement is yet to be made by the Andhra Pradesh government or Google, the approval has been granted under the state’s newly introduced policy framework for strategic data centre projects
Publication: Money Control
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