AMD's Data Center Surge

The Signal · 2026-11-04

The AI chip boom just got a second supplier. AMD beat Wall Street estimates in the third quarter, with data center revenue nearly doubling on record demand for its AI chips. The stock rose after hours. Nvidia now has credible competition at scale.

Also today: Meta is preparing a bond sale of up to fifteen billion dollars, including its first euro borrowing. Alphabet closed its second euro deal this year.

Google will let schools disable its AI tools, but opting out fully also cuts off Google Search, since AI is built into it.

That's today's Signal. Thanks for watching.