… NVIDIA is still invested in gaming product, but it's telling that its press release doesn't include a single mention of the terms "GeForce" or "gaming," and the same is true of its subsequent earnings call with investors. …
… Su acknowledged that higher memory and component costs will impact second half demand in gaming. Looking ahead, AMD expects its second quarter revenue to be around $11.2 billion, plus or minus $300 million. …
AMD EPYC Server Revenue Share Hits Record 46.2% as EPYC Gains on Intel Xeon by Paul Lilly — Thursday, May 14, 2026, 08:53 AM EDT Coming off a blowout quarter in which AMD reported $10.25 billion in Q1 revenue driven by major gains in the data center, newly released figures by Mercury Research indic… …
… On the positive side, the deal accounted for 76% of SpaceX's $10.1 billion in Q1 2026 capital spending, big enough to move the needle on revenue. Anthropic's own run-rate revenue has now surpassed $30 billion, meaning it is both willing and able to sustain a $15 billion annual compute bill. …