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In less than a year, AMD doubled the Total Addressable Market (TAM) for its CPU business from what it had projected nine months prior.
AMD doubled its CPU business growth rate expectations in less than a year compared to its previous guidance.
NVIDIA has acquired $500 million in rights for shares of Corning as part of a partnership to expand AI infrastructure.
Elon Musk's SpaceX is proposing to spend $55 billion to build a new semiconductor production facility in Texas called TerraFabs.
Elon Musk's strategy involves integrating SpaceX, xAI, and Starlink to create data centers in space.
Uber's business model is shifting from asset-light to asset-heavy as it needs to buy autonomous vehicle fleets through investments in companies like Nuro and Lucid.
Uber is investing $1.5 billion in Lucid to acquire an autonomous vehicle fleet.
Kunjan Sabani predicts that AMD's GPU business will only become a significant growth driver in the fourth quarter of 2026 or in 2027.
According to Kunjan Sabani, AMD's recent strong performance is primarily driven by its CPU business, rather than its GPU business.
Mandeep Singh predicts Uber will face headwinds to its margins and take rates as it scales its autonomous vehicle rides and invests in fleets.
AMD's stock trades at a trailing price-to-earnings multiple of 144x and a forward multiple of 59x, compared to NVIDIA's forward multiple of 24x.
Kunjan Sabani believes AMD's high valuation is comparable to the premium multiple NVIDIA had when it was at a similar early stage of ramping up its server AI GPU products.