AMD chief executive Lisa Su told reporters in Taipei on October 6 that the company raised its supply through 2026 and plans a substantial further increase in 2027. She said demand looks very high for the next several years, that AMD is planning its wafer…
Finance angle AMD's sales of AI processors are limited by how many advanced wafers, packaging slots and memory chips it can secure, not by orders, so supply commitments are what turn demand into revenue. More AMD volume means more business for TSMC (wafers), Foxconn (server assembly) and Samsung and SK Hynix (high-bandwidth…
French AI developer Mistral AI raised €3 billion in a Series D round at a post-money valuation of €21 billion, according to the law firm that advised it. Samsung Electronics led the round, with the Scaleup Europe Fund managed by EQT and existing investor PSG…
Finance angle The €3 billion round values Europe's best-funded AI model developer at €21 billion and brings in Samsung Electronics, a memory-chip maker, as lead investor. Much of the cash is earmarked for compute, which means spending on AI chips and data-centre capacity. For European customers and governments seeking a non-US…
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