AMD’s groundbreaking 6-gigawatt deal with OpenAI signals a seismic shift in the AI semiconductor wars, potentially unlocking over $100 billion in future revenues. Meanwhile, Navitas Semiconductor makes a bold bet on high-voltage AI infrastructure, and Super Micro Computer rides a record $13 billion order wave.— Let’s Chip In.
⚡ Capacity Crunch & AI Acceleration: AMD…
AMD’s groundbreaking 6-gigawatt deal with OpenAI signals a seismic shift in the AI semiconductor wars, potentially unlocking over $100 billion in future revenues. Meanwhile, Navitas Semiconductor makes a bold bet on high-voltage AI infrastructure, and Super Micro Computer rides a record $13 billion order wave.— Let’s Chip In.