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AMD has announced more than $10bn of investments across Taiwan's AI semiconductor ecosystem, with ASE and SPIL named as packaging partners and the rack-scale Helios platform set for H2 2026 customer deployment.
Nvidia reported Q1 FY27 revenue of $81.6bn (+85% YoY), data-centre revenue of $75.2bn, net income of $58.3bn, and authorised an additional $80bn of share buybacks. Q2 guidance came in at $91bn against a consensus of $86.84bn.
President Trump is expected to sign an executive order on AI oversight as early as Thursday, setting up a voluntary 90-day pre-release model disclosure framework with the federal government and critical-infrastructure operators.
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