# data centre
Latest news and articles about data centre
Total: 3 articles found
AI Demand Outruns Supply: AMD CEO Pushes Back After 17% Share Shock
AMD’s stock plunged about 17% in its worst one‑day drop since 2017 after investors reacted to what they saw as cautious guidance despite a Q4 beat. CEO Lisa Su pushed back, saying AI demand is accelerating faster than expected, that compute demand exceeds supply, and that the Helios server system should help drive a second‑half inflection.
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.
China’s Lanqi Says It Has Built a PCIe 6.0 / CXL 3.0 Active Electrical Cable — A Step Toward Domestic High‑Speed Interconnects
Lanqi Technology says it has developed and system‑validated an active electrical cable compatible with PCIe 6.x and CXL 3.x, claiming a domestic first. The development addresses the signal‑conditioning challenges of next‑generation high‑speed links and signals growing Chinese capability in end‑to‑end datacentre interconnects, though production readiness and ecosystem interoperability remain open questions.