Latest AI News

OpenAI is in talks for a secondary share sale that would value the company at $500 billion, up from $300 billion in March 2025. This transaction would allow employees to cash out equity without requiring an IPO. The valuation reflects ChatGPT's growth to 700 million weekly active users and $13 billion in annual revenue. Despite this success, OpenAI faces challenges with its "Stargate" data center project and growing cash burn. The company competes with well-funded rivals like Anthropic and xAI in the increasingly competitive AI sector.

Super Micro Computer reported Q4 2025 sales of $5.8 billion, up from previous quarters, but saw declining profitability metrics. Gross margin fell to 9.5% from 10.2% year-over-year, while net income dropped to $195 million from $297 million. Following the results, shares tumbled as investors reacted to disappointing earnings despite revenue growth. The company faces challenges balancing expansion with profitability in the competitive AI and cloud infrastructure market.

AMD posted record Q2 2025 revenue of $7.7 billion (up 32% YoY), but its Data Center segment disappointed with a $155 million operating loss despite 14% revenue growth. This was primarily due to U.S. export controls on AMD Instinct GPUs resulting in $800 million in charges. The Client and Gaming segment performed well with 69% YoY growth. AMD expects continued growth in H2 2025 driven by AI products and EPYC processors.

AMD reported record quarterly revenue of $7.7 billion but its shares fell due to disappointing forecasts. The company faced $800 million in charges related to U.S. export restrictions on its data center GPUs. Despite CEO Lisa Su highlighting strong demand for computing and AI products, investors reacted negatively to the cautious outlook. AMD's high P/E ratio of 57.21 reflects lofty growth expectations, with future performance hinging on successful rollout of next-generation products like the Instinct MI350 series.