AMD Data Center Revenue Surges 107% to $6.7B

Key Takeaways

• AMD data center revenue hit $6.7B, up 107% year over year
• Helios racks deployed by Anthropic, Meta, Microsoft, OpenAI and Oracle
• AMD and Anthropic partner on up to 2 GW of MI450 GPUs
• Arm revenue grew 27%, with data center royalties doubling
• Arista sales rose 58.5% on AI networking demand
• Nebius revenue jumped 444% to $1.4B, swinging to profit
• Only 13% of AI pilots convert to full-scale deployments
• OpenAI reportedly in talks to acquire Microsoft's GitHub
• Oracle rebuilds data stack for AI decision-making
• Expedia stock fell on Q4 outlook and AI disruption concerns

BigBear.ai vs Nebius: AI stock comparison for 2027

BigBear.ai and Nebius are two AI stocks with very different financial profiles. BigBear.ai focuses on defense software and saw revenue fall about 1.5% with a $180 million net loss. Nebius builds AI cloud infrastructure and revenue jumped 444% to nearly $1.4 billion, swinging to a $62 million profit. Nebius carries about $8.6 billion in debt but has $8 billion in cash. The article names Nebius as the stronger pick for 2027 despite its high valuation and heavy capital spending.

Arista Networks reports 58.5% sales growth from AI demand

Arista Networks reported strong earnings driven by AI networking demand, with sales up 58.5%. Management forecast fourth-quarter revenue of $3.9 billion to $4.0 billion and a 48% to 49% non-GAAP operating margin. The company held $14.359 billion in cash and marketable securities at September 30, exceeding total liabilities. Nine-month operating cash flow reached $3.9774 billion. Analysts gave constructive price targets ranging from $240 to $259, with an editorial buy recommendation but elevated valuation risk.

Arm Holdings revenue grows 27% on AI demand

Arm Holdings reported 27% revenue growth fueled by strong artificial intelligence demand. The company posted a profit of $130 million, or 12 cents a share, down from $238 million, or 22 cents a share, a year earlier. Arm said AI is driving compute demand across cloud, devices and autonomous systems. The company is gaining market share in data centers as AI developers seek power efficiency and performance.

Arm Holdings 2Q sales climb 27% on AI demand

Arm Holdings recorded 27% revenue growth in its fiscal second quarter, driven by artificial intelligence demand. Revenue rose to $1.44 billion, beating analyst forecasts of $1.38 billion. Adjusted earnings were 52 cents a share, ahead of the 48 cents expected. Data center royalties doubled year over year. Arm expects third-quarter revenue of $1.54 billion, plus or minus $50 million, and adjusted earnings of 56 cents a share, plus or minus 4 cents.

Stephanie Phair backs AI fragrance platform Parfumerie

Stephanie Phair, former British Fashion Council chair, is investing in Parfumerie, an AI-powered fragrance discovery platform. The platform uses an AI editor called Iris that helps users find scents based on mood, occasion or personal taste. Parfumerie is launching in the U.K. through retailers including Selfridges, Sephora and Liberty. The company plans to expand to more than 300 U.S. shopping partners and direct brand partnerships in 2027. Phair said taste-based shopping needs a new approach beyond traditional search.

PatchScout multi-agent framework improves web data collection

PatchScout is a multi-agent framework designed to collect themed web data from many disconnected sources. It balances local exploration with switching to new data patches under a fixed budget. Tests on four live-web topics showed better yield and domain coverage than existing methods. In a social science setting, it found 102 previously unidentified entities. The approach helps expand existing thematic datasets.

OpenAI reportedly in talks to acquire Microsoft's GitHub

OpenAI is in early-stage talks to acquire GitHub, the code-sharing platform owned by Microsoft. GitHub, founded in 2004, has over 40 million users and is widely used by major tech companies. OpenAI, founded in 2015, has raised over $10 billion in funding. The deal would expand OpenAI's presence in the tech industry and could significantly impact developers worldwide.

TD SYNNEX report shows AI trials rarely reach full scale

A TD SYNNEX report based on over 1,500 partners in 45 countries found only 13% of resellers say most customer AI pilots convert to full-scale deployments. Security, legal or governance concerns are the top barrier, cited by 42% of resellers. While 66% of partners are increasing AI investment, only 21% earn meaningful revenue from it. Trust and existing relationships are the leading reason partners win AI deals, at 45%.

AMD AI data center sales surge 107% with Helios racks

AMD reported record second-quarter revenue of $11.5 billion, up 50%. Data Center revenue reached $6.7 billion, a 107% increase, making up 58% of total revenue. The Helios server rack is being deployed by AI labs and cloud providers including Anthropic, Meta, Microsoft, OpenAI and Oracle. AMD also announced a partnership with Anthropic to deploy up to 2 gigawatts of MI450 GPUs.

Oracle's semantic layer transforms lakehouses for AI decisions

Oracle is rebuilding its data stack so lakehouses can serve as AI decision backbones. A shared semantic layer helps AI agents query data across clouds, formats and rival systems. Oracle's catalog can mount other catalogs like Databricks' Unity Catalog along with Postgres and MySQL databases. The Lake Cache feature speeds up queries by storing frequently used Iceberg tables in Exadata's flash cache for real-time access.

OUST reports record $59M revenue and expands Physical AI investment

OUST posted record Q3 revenue of $59M, up about 50% year over year. The company saw strong demand for Rev8 and Stereolabs sensors. Q4 revenue guidance is $61M to $64M as OUST scales production capacity and investment toward profitability.

Expedia stock falls after Q3 beat due to Q4 outlook and AI concerns

Expedia beat Q3 expectations thanks to resilient travel demand and strong execution. However, the company's Q4 sales outlook and concerns about AI disruption weighed on investor sentiment. The stock slid following the earnings report.

Sources

• BigBear.ai vs. Nebius: Which AI Stock Is the Better Buy for 2027?
• Arista earnings: AI demand lifts sales 58.5%
• Arm Holdings Revenue Grows 27% on Strong Artificial Intelligence Demand
• Arm Holdings 2Q Sales Climb 27% on AI Demand
• Stephanie Phair Bets on AI-powered Fragrance Discovery With Parfumerie
• PatchScout: Thematic Web Data Collection via Information Foraging
• Exclusive: OpenAI targets Microsoft's GitHub with deal
• Only 13% of resellers say most customer AI trials reach full-scale use, a TD SYNNEX report finds.
• Advanced Micro Devices (AMD): AI Data Center Sales Jump 107% as Helios Racks Roll Out
• The semantic layer turns lakehouses into AI decision backbones
• OUST: Record $59M revenue and rising Rev8 demand fuel investment in capacity and Physical AI
• Expedia slides as Q3 beat overshadowed by Q4 sales outlook, AI disruption