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AMD's AI engine shifts into higher gear as data center revenue more than doubles and Helios ramps - but market is confused

Advanced Micro Devices Inc. delivered another strong quarter Tuesday, beating Wall Street expectations as its artificial intelligence infrastructure business continued its rapid expansion. The company posted 107% year-over-year growth in data center revenue, reinforcing that ...

ANALYSIS BY JOHN FURRIER | 1 DAY AGO

CLOUD

Amazon brings native real-time vector search to DynamoDB to support AI apps at scale

BY KYT DOTSON | 10 HOURS AGO

AI

SpaceX stock falls 8% as first earnings beat is overshadowed by $18B capex

BY DUNCAN RILEY | 1 DAY AGO

SECURITY

Cloudflare launches Identity-Aware AI Gateway to track who is using AI

BY DUNCAN RILEY | 12 HOURS AGO

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AI
    Jeetu Patel, President and CPO of Cisco, talks to theCUBE about tokenomics as the defining constraint on agentic AI deployment, at AMD Advancing AI 2026.AI play_arrow

    As agentic AI inference surges, tokenomics becomes the enterprise’s defining budget constraint

    The transition from chatbots to autonomous agents is changing the shape of demand itself, and tokenomics — the economics of AI token consumption — is emerging as the defining constraint on enterprise budgets as round-the-clock inference replaces intermittent usage. Fewer than 1% of potential users are currently deploying agents at ...

    BY JONATHAN ANTHONY - 2 WEEKS AGO

    AI

    As agentic AI inference surges, tokenomics becomes the enterprise’s defining budget constraint

    BY JONATHAN ANTHONY - 2 WEEKS AGO

      ANALYSIS FROM THECUBE RESEARCH help_outline

      AI

      AMD calls its shot, but the real race is engineering velocity

      At AMD’s Advancing AI event, Lisa Su called her shot – just like Babe Ruth. The question now is whether AMD has built the engineering machine to hit it. Last week, we argued that AMD’s next reinvention did not require it to beat Nvidia. Rather, we said, the company needed to become ...

      BREAKING ANALYSIS BY DAVE VELLANTE - 1 WEEK AGO

      AI

      AMD calls its shot, but the real race is engineering velocity

      BREAKING ANALYSIS BY DAVE VELLANTE - 1 WEEK AGO