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AMD closes $4.75 billion four-tranche senior notes offering
On August 17, 2026, Advanced Micro Devices, Inc. closed a public offering of $4.75 billion aggregate principal amount of senior unsecured notes across four tranches: $1.25 billion of 4.600% notes due 2029, $1.50 billion of 5.000% notes due 2031, $1.00 billion of 5.250% notes due 2033, and $1.00 billion of 5.500% notes due 2036. The notes are senior unsecured obligations of the Company and were issued under the June 9, 2022 Base Indenture, as supplemented by the Third Supplemental Indenture dated August 17, 2026,...
NVIDIA Partners with SB Energy on PORTS-Pike AI Factory Campus in Ohio; OpenAI Named Tenant
NVIDIA announced a partnership with SB Energy to secure land, power and shell (LPS) capacity at the PORTS-Pike Technology Campus in Portsmouth, Ohio, with OpenAI named as the tenant. The initial deployment is expected to provide 4.25 gigawatts of AI factory capacity, with each generation of NVIDIA systems at the site representing approximately 1.5 million NVIDIA GPUs and approximately $150 billion to $200 billion in NVIDIA revenue over a 20-year term. NVIDIA is supporting approximately 4 gigawatts of LPS infrast...
AMD files automatic shelf registration statement for debt securities
Advanced Micro Devices, Inc. filed an automatic shelf registration statement on Form S-3ASR with the SEC on August 13, 2026 as a well-known seasoned issuer, registering an unspecified amount of debt securities that may be offered and sold from time to time in one or more offerings. The registration statement is effective upon filing under Rule 462(e) and incorporates by reference AMD's recent 10-K, 10-Q, and 8-K filings.
Intel Announces $20 Billion Common Stock Offering Upsize and Pricing
On August 10, 2026, Intel entered into an underwriting agreement for a public common stock offering of 210,526,315 shares at $95.00 per share, upsized from the initially announced $15 billion to $20 billion, with expected closing on August 12, 2026. On August 11, 2026, the underwriters exercised in full their 30-day option to purchase an additional 31,578,947 shares. Intel intends to use net proceeds for general corporate purposes including capital expenditures and working capital while maintaining a strong bala...
NVIDIA Announces Partnerships With Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to Mobilize Over $500 Billion in Third-Party Capital for AI Factory Buildout
NVIDIA announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to establish independent financing platforms designed to mobilize over $500 billion of third-party capital over time to support AI infrastructure buildout. The capital is third-party institutional financing, not NVIDIA revenue, and the financial institutions will independently underwrite each project, including customer, demand, utilization, cash flow and residual value. NVIDIA may provide a residual-value support...
NVIDIA Announces Nemotron 3.5 Lightning Open Model and NeMo Switchyard Routing Library
NVIDIA announced Nemotron 3.5 Lightning, an open-weights 30B mixture-of-experts model designed for fast, specialized agentic tasks running locally. The company also released NeMo Switchyard, an open source routing library that automatically directs each step of an agent workflow to the best-fit model based on accuracy, speed and cost. Both products are available across NVIDIA RTX PCs, DGX Spark, OEM GB10 systems, Jetson, RTX PRO workstations, DGX Station and GB300 deskside systems, data centers, and cloud enviro...
Arm Holdings plc furnishes 2026 AGM notice and proxy materials; eight directors up for re-election
Arm Holdings plc filed a Form 6-K on August 10, 2026 distributing notice materials for its 2026 Annual General Meeting of Shareholders to be held on September 9, 2026 at 3:00 p.m. British Summer Time at 110 Fulbourn Road, Cambridge, with electronic participation via meetnow.global/AHGAGM2026. The 13 ordinary resolutions include re-appointment of Deloitte LLP as auditor, approval of the 2026 Directors' Remuneration Policy (which raises the CEO Performance Share Unit maximum achievement from 125% to 200% and intro...
Intel Announces Proposed $15 Billion Common Stock Offering
Intel announced a proposed $15 billion underwritten public offering of common stock, with proceeds intended to support general corporate purposes including capital expenditures and working capital. The underwriters are expected to be granted a 30-day option to purchase up to an additional $2.25 billion of common stock at the public offering price, less underwriting discounts. Intel stated the offering is intended to pursue growth opportunities while maintaining a strong balance sheet and its commitment to an inv...
AMD 10-Q filed 2026-08-05 | Key takeaways
AMD filed its 10-Q; the most relevant disclosure change is expanded Revolving credit facility: In May 2026 AMD entered into a new five-year, $5.0 billion unsecured revolving credit facility, replacing the prior $3.0 billion facility; up to $250 million may be used for letters of credit; no borrowings outstanding as of June 27, 2026. Customer concentration: International customers represented 70% of revenue.
Arm Holdings reports record Q1 FYE27 results, beats prior guidance on revenue and EPS
Arm Holdings reported Q1 FYE27 (three months ended June 30, 2026) revenue of $1,289 million, up 22% year-over-year and above the prior guidance range of $1.21bn-$1.31bn (midpoint $1.26bn), with non-GAAP diluted EPS of $0.45 coming in above the top end of the $0.36-$0.44 prior guidance range. Non-GAAP operating expenses of $733 million were below the guided ~$760 million. For Q2 FYE27, Arm guided revenue of $1.38bn +/- $50m, non-GAAP operating expense of ~$780m, and non-GAAP diluted EPS of $0.47 +/- $0.04. Arm al...
Intel files S-8 to register 133,000,000 shares under amended ESPP
Intel Corporation filed a Form S-8 on July 24, 2026 to register 133,000,000 shares of common stock (par value $0.001 per share) issuable to eligible participants under the Intel Corporation 2006 Employee Stock Purchase Plan, as amended and restated effective May 13, 2026. The registration is filed in accordance with General Instruction E of Form S-8 as an additional-securities registration and incorporates by reference the contents of Intel's three prior ESPP-related S-8 filings (June 21, 2006; June 24, 2011; an...
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