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The Latest Breaking News from AMD

Nvidia Remains Hedge Fund King, But Lam Research Climbs The Ranks

NVIDIA Corp (NASDAQ:NVDA) is still the undisputed monarch of hedge fund portfolios, but second-quarter filings show a new challenger climbing the stairs to the throne: Lam Research Corp (NASDAQ:LRCX).

Benzinga

AMD to disclose roadmaps in mid-November — The future of Zen 6, RDNA, CDNA, and UDNA expected

AMD to host 2025 Financial Analyst Day this November, where it will reveal its strategic technology and products roadmaps spanning from Zen 6 and CDNA 5 through the end of the decade.

Tom’s Hardware

Intel's Core Ultra laptops get a crucial new feature for AI users — and catch up to AMD in the process

If you want to leverage even an integrated GPU for AI you need memory, and Intel is following AMD's lead on Core Ultra and allowing you to choose how much you're using.

Windows Central

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China mandates domestic firms source 50% of chips from Chinese producers — Beijing continues to squeeze companies over reliance on foreign semiconductors

A new report says China has started mandating that data centers use 50% homegrown silicon.

Tom’s Hardware

Xbox's new console listed on Amazon already – and it hasn't even launched yet

Amazon accidentally posts a listing for the next Xbox console

A Mac Studio Windows workstation clone just went on preorder with AMD's AI 395 - Beelink GTR9 Pro costs $1985, has two 10 GbE ports, and 128GB RAM

Beelink GTR9 Pro Mini PC offers AMD Ryzen AI Max+ 395 performance, quad 8K display support, and dual 10GbE networking, but global availability remains unconfirmed.

TechRadar

I tested the Chuwi GameBook 9955HX and I'm impressed with the results for gaming and content creation

The Ryzen 9 9955HX and GeForce RTX 5070 Ti supply ample power to this 16-inch laptop that offers exceptional performance. Aesthetics are far from gamer with a simple, sleek design, making it suitable for gaming, content creation, or any business seeking a high-end, well-priced machine.

TechRadar

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Xbox hardware architect reflects on the Xbox Series X|S as it "wraps up" — "With my journey far from over, I am excited and inspired by what is ahead of us."

Xbox's Carl Ledbetter recently crossed 30 years at Microsoft (congrats!) and posted some remarks about the Xbox Series X|S and its journey, while hinting at Microsoft's continuing gaming hardware journey.

Windows Central

Scott Bessent Sees Nvidia-AMD China Deal As Blueprint, Facebook Users Claim $725 Million, Intel Surges On Trump Stake Buzz — Weekly Tech Recap

The weekend was a whirlwind of tech and market news. From a massive data privacy settlement for Meta Platforms (NASDAQ:META) to a unique revenue-sharing agreement between the U.S. government and chip giants, the stories were as diverse as they were impactful.

Benzinga

Marjorie Taylor Greene Joins Warren Buffett And Michael Burry Buying UnitedHealth, Mark Cuban Backs Trump Export Tax — Weekly Politics Recap

As the weekend comes to an end, here’s a quick recap of the top stories that made headlines in the world of politics and finance.

Benzinga

Trump hiked tariffs on US imports. Now he’s looking at exports – sparking fears of ‘dangerous precedent’

Experts warn of destabilized trading relations after White House strikes deal with Nvidia to take a 15% cut of certain AI chip sales to Chinese companies

The Guardian - US

Nvidia, AMD See 'Special Treatment' From Trump As Chip Supply Chain Faces New Disruptions

In a move that could potentially disrupt the global semiconductor supply chain, President Donald Trump has allowed Nvidia Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) to export AI processors to China.

Benzinga

NVIDIA and AMD will pay 15% for the right to sell to China in Trump's AI chip tax — "America cannot repeat 5G and lose telecommunication leadership"

Just a couple of weeks after the US government rescinded the ban on NVIDIA's H20 AI chip sales to China, it was announced that both NVIDIA and AMD will hand over 15% of their revenue from specific AI GPUs in order to receive export licenses.

Windows Central

With GTA 6, next-gen exclusives, and a console comeback on the horizon, Xbox risks sitting on the sidelines — here's why

Hardware definitely isn't Xbox's focus anymore, but with all of its extra-curricular distractions, it could end up missing this easy opportunity to actually sell more Xbox Series X|S consoles than usual.

Windows Central

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TechRadar

I've been testing the MSI Claw 8 AI+ and Asus ROG Ally for weeks – and so far, there's a clear winner

I love the MSI Claw 8 AI+ thanks to its powerful Intel Core Ultra processor and immersive display, but I'm finding more joy in not spending nearly $1,000 and using my Asus ROG Ally instead.

Fortune

Trump's unprecedented, potentially unconstitutional deal with Nvidia and AMD, explained: Alexander Hamilton would approve

Nvidia and AMD agreeing to give 15% of their China chips revenue back to the U.S. doesn't recall any deal ever struck by the U.S. government.

Fortune

Nvidia and AMD’s ‘special treatment’ from Trump shakes up an already tangled global chip supply chain

“If Nvidia and AMD are given special treatment…why shouldn't other companies be doing the same?” says one expert.

Tom’s Guide

I took the Framework Desktop out to my living room — and I can’t believe I’m actually gaming in 4K on an iGPU

The Framework Desktop is a powerful mini PC that surprisingly holds its own when gaming at 4K, thanks to a very capable iGPU and AMD’s FSR upscaling tech.

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TechRadar

A company you've never heard of has beaten Dell and Lenovo to launch a notebook with an AMD Ryzen AI MAX+ 395 APU - with the largest battery you'll find on a laptop

AMD’s Strix Halo processor arrives in a new Sixunited 16-inch laptop with large battery for extended run time.

TechRadar

I spent about two weeks trying to destroy the AMD Threadripper 9980X, and I can say for sure that only a few people will love this chip—but I'm one of them

The Threadripper 9980X sets a new standard in multi-core performance for top-tier creative and technical workloads, but it's not right for everyone.

Reason

Trump's Tracking of AI Chip Shipments Exposes Flaws in His Export Control

U.S. authorities are secretly tracking shipments of advanced AI chips from manufacturers such as Dell, Super Micro, Nvidia, and AMD to prevent their illegal diversion to China.

Tom’s Hardware

AMD's elusive Radeon AI Pro R9700 makes its first retail appearance for the DIY market — Customer on Reddit buys the Gigabyte "AI Top" variant for $1,324

AMD’s Radeon AI Pro R9700, a 32GB RDNA 4 GPU aimed at AI workloads, has appeared in the DIY market for $1,324 via Gigabyte’s “AI Top” blower model. Matching RX 9070 XT’s core specs but doubling VRAM, it offers strong value versus pricier Nvidia offerings and is finally available outside…

Reason

My New Bulwark Article on Trump's Unconstitutional Export Tax

The article explains why the policy is unconstitutional, but also why it is unlikely to be challenged in court in the near future.

TechRadar

I've tested dozens of processors over the years, and the AMD Ryzen Threadripper 9970X manages to thread a perfect balance of workstation performance, I/O, and price

The AMD Ryzen Threadripper 9970X is a refined, higher-clocked 32-core HEDT chip delivering exceptional raw and responsive performance for professional workloads—without busting your budget.

Tom’s Hardware

Intel's new graphics driver lets you dedicate up to 87% of laptop memory capacity to the iGPU for VRAM — Core Ultra CPUs get "Shared GPU Memory Override" feature

Intel’s latest graphics driver (32.0.101.6987) introduces a “Shared GPU Memory Override” feature for certain Core Ultra CPUs with Arc graphics, letting users manually choose the amount of VRAM that's reserved from system RAM. The update also claims to offer smoother Windows animations, modest gaming FPS gains, and reduced resource usage.

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Marjorie Taylor Greene

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