# AI accelerators
Latest news and articles about AI accelerators
Total: 3 articles found
AMD Delivers Record 2025 but Tepid Q1 Guidance Sparks Sell‑Off — China Exports and AI Race Loom Large
AMD closed 2025 with record revenue and profit, driven by strong data‑centre and client CPU performance, but its Q1 2026 revenue guidance — a midpoint implying a small quarter‑on‑quarter decline — disappointed investors. Export restrictions on the MI308 product and limited visibility into future China sales added uncertainty, triggering a sharp after‑hours sell‑off despite management’s bullish long‑term growth targets.
Alibaba to Float T‑Head Chip Unit as AI Hardware Ambitions Boost Shares
Alibaba plans to take its AI‑chip unit T‑Head public, a move that boosted the parent company’s U.S. pre‑market shares. The listing aims to fund and legitimise Alibaba’s push into in‑house AI accelerators, but faces manufacturing, software and competitive hurdles amid broader geopolitics over semiconductors.
Nvidia Overtakes Apple as TSMC’s Biggest Client, Underscoring AI’s Grip on the Chip Supply Chain
Jensen Huang confirmed that Nvidia has become TSMC’s largest customer, replacing Apple. The shift reflects booming demand for AI accelerators, with implications for TSMC’s capacity allocation, industry pricing power, and geopolitical supply‑chain risk.