AMD Drops Helios Rack, Zen 6 Venice CPUs, and a 2 Trillion Dollar AI Vision On July 23, AMD CEO Dr. Lisa Su took the stage at the Moscone Center in San Francisco for what she called "our biggest show ever." She wasn't exaggerating. The Advancing AI 2026 keynote ran two hours, filled the entire Moscone Center West, and laid out a product roadmap that, if AMD executes on it, fundamentally...

Europe's AI Infrastructure Reckoning: Mistral's Data Center Bet and the Grid That Can't Keep Up Here is the uncomfortable truth about European AI: the companies building the models are now being forced to build the power plants, the substations, and the data centers too. Because nobody else built them fast enough. Mistral AI, the three-year-old French startup positioned as Europe's answer to...

Meta Compute: Inside the 183 Billion Pivot That Turns AI Data Centers Into Cash Machines On July 1, Bloomberg reported that Meta is building a cloud infrastructure business called Meta Compute — selling access to both raw GPU capacity and hosted AI models. The stock popped 9% that day. The next morning, Korean semiconductor stocks crashed 7.9% because investors suddenly understood the other...