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AMD, Cisco and HUMAIN announce AMD Instinct MI355X AI infrastructure is live in Saudi Arabia; plan up to 250 MW next-phase deployment starting 2027
AMD, Cisco and HUMAIN announced that AMD Instinct MI355X GPU-based AI infrastructure built on Cisco Silicon One-based AI networking is now live in Saudi Arabia and serving HUMAIN customers. The companies plan to deploy up to 250 MW of additional AI infrastructure powered by AMD Instinct MI400 Series GPUs, AMD EPYC CPUs and AMD ROCm open software as part of their previously announced joint venture, with deployment planned to begin in 2027 and capacity expected to start coming online in the second half of the year...
AWS and NVIDIA to Deliver 2 Million Additional GPUs and Next-Generation Infrastructure for Agentic and Physical AI
Amazon Web Services (AWS) and NVIDIA announced a major expansion of their strategic collaboration, with plans to deploy 2 million additional NVIDIA GPUs across AWS's global infrastructure during 2027-2028. The expansion builds on a prior announcement at NVIDIA GTC 2026, where AWS had announced plans to add more than 1 million NVIDIA GPUs starting in 2026; the companies state demand has exceeded those expectations. The collaboration also extends to NVIDIA Vera CPU-based infrastructure, NVIDIA NVLink Fusion with c...
NVIDIA Expands NVLink Fusion With NVHBM Custom High-Bandwidth Memory
NVIDIA announced an expansion of NVLink Fusion with NVHBM, a next-generation high-bandwidth memory technology for XPUs that integrates NVIDIA's custom memory controller into the HBM base die. Amazon's Annapurna Labs is the first collaborator on NVHBM and will support NVLink Fusion with its next-generation Trainium chips starting with Trainium4. No financial impact or guidance was disclosed.
NVDA 10-Q filed 2026-08-26 | Key takeaways
NVDA filed its 10-Q; the most relevant disclosure change is added Senior notes issuance: In June 2026, NVIDIA issued an aggregate $25.0 billion of senior unsecured notes across seven tranches (2028, 2029, 2031, 2033, 2036, 2046, 2056) for general corporate purposes, bringing long-term debt to $32.4B from $7.5B at fiscal year-end 2026. Customer concentration: Direct customer (anonymized) represented 16% of revenue; Direct customer A represented 16% of revenue.
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,...
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...
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...
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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