AMD's Data Center Revenue Surges 107% in Q2, Outpacing Intel

Key Takeaways

• <ul><li>AMD's data center revenue grew 107% YoY in Q2 to $6.7 billion, outpacing Intel's 59% growth to $6.3 billion.</li><li>AMD's Instinct GPUs are used by OpenAI, Meta, and Anthropic, giving it a diversified AI chip portfolio.</li><li>CoreWeave's revenue surged 112% to $2.6 billion in Q2 with a $104 billion backlog.</li><li>Wall Street sees about 63% upside for CoreWeave stock based on a $141.39 average price target.</li><li>Taiwan Semiconductor holds 72.5% revenue share in advanced chip manufacturing and announced another $100 billion investment in Arizona facilities.</li><li>Nvidia expects AI hyperscalers to spend $1.3 trillion next year on AI infrastructure.</li><li>SentinelOne earned $569 million in revenue in H1 2026, up 21% YoY, while Fortinet earned nearly $3.9 billion, up 23% YoY.</li><li>Tech CEOs warned the UN Security Council that AI poses a risk to humanity and called for global oversight.</li><li>Canadian Prime Minister Mark Carney said the risk of an AI catastrophe is above zero and urged global regulation.</li><li>Conductor reported 12X customer growth year-over-year and named Wei Zheng as new CEO.</li></ul>

STMicroelectronics offers better AI and satellite investment than SpaceX

SpaceX plans massive growth in AI data centers and Starlink satellites, but the stock is expensive at 100 times sales. A better option may be STMicroelectronics, a chipmaker that supplies key semiconductor components for AI servers and satellites. STMicro makes components for power conversion, thermal management, and optical connectivity. Its data center revenue is expected to hit $1 billion in 2026 and double in 2027. The company has partnered with SpaceX to develop chips for satellites and ground equipment.

CoreWeave stock could rise 63 percent says Wall Street

CoreWeave rents out AI computing capacity and has an average price target of $141.39 from Wall Street analysts. The company reported revenue growth of 112% to $2.6 billion in the second quarter. CoreWeave ended the quarter with a revenue backlog of $104 billion and added over $25 billion more in early third quarter. Its capacity is largely sold out across current and prior generations of Nvidia GPUs. The stock trades at a price-to-sales ratio of 5.9, which some investors find reasonable given its growth.

AMD beats Intel in AI chip race with stronger growth prospects

AMD is in a stronger position than Intel to benefit from the AI chip boom due to its diversified product lineup. AMD's data center revenue grew 107% year over year in Q2 to $6.7 billion, while Intel's grew 59% to $6.3 billion. AMD's Instinct GPUs are adopted by OpenAI, Meta Platforms, and Anthropic. AMD gained 7.2 percentage points of the server CPU market in Q2. AMD trades at 40 times forward earnings compared to Intel's 63 times, making it a cheaper option for investors.

SentinelOne and Fortinet build cybersecurity layer for AI

SentinelOne and Fortinet are two cybersecurity stocks that benefit from growing AI demand. SentinelOne's AI-native platform Singularity uses Purple AI for threat detection and generated $569 million in revenue in the first half of 2026, up 21% year over year. Fortinet combines custom ASICs with FortiOS and earned nearly $3.9 billion in revenue in the first half of 2026, up 23% year over year. Fortinet's net income exceeded $1.1 billion, up 31% year over year. The cybersecurity industry is expected to grow at a 14% compound annual growth rate through 2034.

AMD versus Intel which AI chip stock has more upside

AMD and Intel both make CPUs used in personal computers and AI data centers. The ratio of CPUs to GPUs in AI data centers is shifting from 1:4 or 1:8 to 1:1, creating growth opportunities. AMD's data center revenue jumped 107% year over year in Q2 to $6.7 billion while Intel's grew 59% to $6.3 billion. AMD is more diversified with its Instinct GPU line adopted by major customers. AMD trades at 40 times forward earnings versus Intel's 63 times, and AMD's growth is expected to accelerate to 105% in 2027.

CoreWeave stock could rise 63% says Wall Street

CoreWeave rents out AI computing capacity. Its revenue grew 112% to $2.6 billion in Q2. The company holds a $104 billion revenue backlog, showing strong demand. Wall Street sees about 63% upside from current stock levels. Risks include heavy customer reliance and rising debt.

CoreWeave stock could soar 63% per Wall Street

CoreWeave is a company that rents AI computing power. Its revenue jumped 112% to $2.6 billion. The company added over $25 billion to its backlog in early Q3. Wall Street's average price target of $141.39 suggests 63% upside. Concerns include rising debt and reliance on a few large customers.

2 growth stocks building AI cybersecurity layer

SentinelOne and Fortinet are two cybersecurity stocks focused on AI. SentinelOne's Singularity platform uses AI to detect threats at machine speed and earned $569 million in revenue in the first half of 2026. Fortinet earned nearly $3.9 billion in revenue in the same period with a 23% increase. Both companies are well positioned for growth in the cybersecurity industry.

Top low-risk AI stock is Taiwan Semiconductor

Taiwan Semiconductor (TSM) is recommended as a low-risk stock benefiting from the AI boom. It holds 72.5% revenue share in advanced chip manufacturing. TSMC announced another $100 billion investment in its Arizona facilities. Nvidia expects AI hyperscalers to spend $1.3 trillion next year on AI infrastructure. TSMC trades at 26 times forward earnings.

AMD vs Intel which AI chip stock has more upside

AMD and Intel both make chips for AI data centers. AMD gained 7.2 percentage points in server CPU market share in Q2. AMD's data center revenue grew 107% year over year to $6.7 billion. Intel's data center revenue grew 59% to $6.3 billion. AMD is cheaper at 40 times forward earnings compared to Intel at 63 times.

AMD gains ground against Intel in the AI chip race

AMD and Intel both make chips used in AI data centers. AMD's data center revenue grew 107 percent year over year in Q2 to $6.7 billion. Intel's data center revenue grew 59 percent to $6.3 billion. AMD is more diversified because it also sells data center GPUs used by OpenAI, Meta, and Anthropic. AMD trades at 40 times forward earnings while Intel trades at 63 times.

Wall Street sees 63 percent upside for CoreWeave stock

CoreWeave is a company that rents out AI computing capacity. Its average price target of $141.39 implies about 63 percent upside from current levels. CoreWeave's revenue grew 112 percent to $2.6 billion in Q2. The company ended Q2 with a revenue backlog of $104 billion, which grew 246 percent year over year. CoreWeave's capacity is largely sold out across current and prior generations of Nvidia GPUs.

AMD versus Intel for AI chip investors

Both AMD and Intel design CPUs used in personal computers and data centers. The ratio of CPUs to GPUs in AI data centers is shifting from 1:4 or 1:8 to 1:1. Intel controls 65.5 percent of the server CPU market while AMD has been gaining share, adding 7.2 percentage points year over year in Q2. AMD's Instinct GPUs are used by OpenAI, Meta, and Anthropic. AMD is cheaper at 40 times forward earnings compared to Intel at 63 times.

CoreWeave stock could rise 63 percent says Wall Street

CoreWeave rents out AI computing capacity and has strong growth prospects. Its revenue increased 112 percent to $2.6 billion in Q2. The company has a revenue backlog of $104 billion plus more than $25 billion added in early Q3. CoreWeave's backlog is more than 13 times its trailing-12-month revenue of $7.59 billion. Risks include rising debt, customer concentration, and share dilution.

Tech CEOs warn UN Security Council about AI risks

Technology CEOs warned the UN Security Council about the risks that artificial intelligence poses to humanity. The discussion took place in Honolulu. The article references a video about the warning. No further details about specific CEOs or statements are provided in the article content.

Tech CEOs Warn UN Security Council About AI Risks

Technology CEOs warned the UN Security Council about the dangers of artificial intelligence. They described AI as a risk to humanity. The meeting focused on the need for global rules to manage AI safely.

Tech CEOs Warn UN Security Council About AI Risks

Technology CEOs warned the UN Security Council that artificial intelligence poses a risk to humanity. The leaders called for careful oversight of AI development. The discussion took place at a high-level UN meeting.

Airties Adds Cybersecurity to AI-Driven Connectivity Platform

Airties expanded its Connectivity Experience Management Platform with built-in cybersecurity tools. The new features protect homes and small businesses from AI-driven cyberattacks. The router now serves as the first line of defense for all connected devices.

Airties Integrates Cybersecurity With Wi-Fi Management Platform

Airties combined cybersecurity with its AI-assisted Wi-Fi management platform for broadband providers. The system offers two layers of protection, including mass-market security and advanced threat detection. It aims to protect routers, IoT devices, and business networks from growing AI-based threats.

Carney Says Risk of an AI Catastrophe Is Above Zero

Canadian Prime Minister Mark Carney said the risk of an AI catastrophe is above zero. He called for global regulation of artificial intelligence development. He compared AI risks to the unregulated financial system that led to economic crises.

Conductor Expands AEO Strategy With New CEO and Rapid Growth

Conductor announced it is investing further in AEO technology one year after launching Conductor AI. The company saw 12X customer growth year-over-year and tripled new-logo growth each quarter. Brands like Charter, Airbnb, Coca-Cola, and Atlassian now use Conductor AI. Wei Zheng became the new CEO, taking over from co-founder Seth Besmertnik. Conductor will showcase its next product vision at the C3 event in New York City on October 28.

3 AI Stocks With Strong Earnings Growth and Insider Ownership

This article highlights three AI stocks with fast earnings growth and heavy insider ownership: Tesla, Cerebras Systems, and Oracle. Tesla has a market value near US$1.5 trillion and is expanding into AI, robotics, and energy storage. Cerebras Systems, valued near US$50.5 billion, signed a deal with OpenAI for 750 megawatts of inference capacity through 2028. Oracle, valued near US$451.1 billion, is growing through cloud subscriptions and its relationship with OpenAI. The article notes these are sample picks from a larger screener of 181 companies.

AI Cost Savings May Not Support Trillion Dollar Buildout

The cost of using AI is falling fast, about 47% per quarter, while building AI infrastructure costs trillions. Hyperscalers like Alphabet, Microsoft, Amazon, Meta, and Oracle are struggling to fund the AI buildout. Experts warn this could become the largest misallocation of capital in history if productivity gains do not appear. Meta partnered with Blue Owl Capital on a $30 billion campus in Louisiana. Economists and former regulators say AI must deliver real productivity benefits or investors and the economy could face serious problems.

Nasdaq Plans 2027 Equity Tokens Using AI and Blockchain

Nasdaq CFO Sarah Youngwood said the company is expanding beyond traditional exchange operations using AI, cloud, and distributed-ledger technology. Nasdaq is exploring blockchain-based equity tokens planned for 2027. The company aims to create more secure and transparent financial transactions. Its growth comes from adapting to new market conditions and finding new revenue streams. Youngwood stressed that innovation and investment in new technology are key to staying competitive in financial services.

Betterment Launches AI Tool to Help Advisors Open Accounts Faster

Betterment Advisor Solutions launched an AI-powered document reader for advisors. The tool lets advisors upload client brokerage statements as a PDF, and AI automatically fills in transfer request details. This builds on Betterment's digital onboarding that can set up transfers in as little as 30 seconds. The tool uses encryption and does not train AI models on customer data. It joins other Betterment AI features like an Account Recommender and Custom Portfolios AI Insights.

IBM offers steady AI and quantum growth potential

IBM combines AI and quantum computing growth with steady cash flow from consulting and infrastructure. Short-term consulting spending pressure may create a buying opportunity. Patient investors could find IBM an underappreciated choice for long-term growth.

Sources

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• This Artificial Intelligence (AI) Stock Could Soar by 63%, According to Wall Street
• 'Risk To Humanity': Tech CEOs Warn UN Security Council About AI
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• 'Risk To Humanity': Tech CEOs Warn UN Security Council About AI
• Airties Expands AI-Driven Connectivity Platform with Integrated Cybersecurity
• Airties integrates cybersecurity with Wi-Fi management platform
• Carney Says Risk of an A.I. Catastrophe Is ‘Above Zero’
• Conductor Doubles Down on AEO Investment as Global Demand Surges, One Year After Conductor AI Launch
• 3 AI Stocks With Earnings Growth Up To 120%
• AI’s Deflationary Product Cannot Support the $5 Trillion Bill
• Nasdaq Eyes 2027 Equity Tokens as AI, Cloud and RegTech Fuel Growth
• Betterment Launches AI Document Reader for Advisors
• IBM Looks Like an Underappreciated AI and Quantum Winner Hiding in a Boring Stock