Latest / DX Today | No-Hype Podcast & News About AI & DX / AI News Today: AMD's Record Quarter as Data Center Sales Nearly Double

Transcript

AI News Today: AMD's Record Quarter as Data Center Sales Nearly Double · DX Today | No-Hype Podcast & News About AI & DX

• 0:00
  SPEAKER_04: It's Wednesday, November the 4th, 2026.
• 0:03
  SPEAKER_04: You're listening to the DX Today AI Daily Brief.
• 0:07
  SPEAKER_04: Today, AMD posts the biggest quarter in its history as data center sales nearly double.
• 0:13
  SPEAKER_04: Oracle walks away from a$7 billion chip deal with 10 cent under pressure from Washington.
• 0:20
  SPEAKER_04: And a top advisor to Europe's highest court says Google's Gemini chatbot may be infringing on news publishers' rights.
• 0:28
  SPEAKER_04: Let's get into it.
• 0:29
  SPEAKER_00: AMD delivered what chief executive Lisa Su called the largest and most profitable quarter in the company's history.
• 0:36
  SPEAKER_00: Third quarter revenue reached about$13.4 billion, up 45% from a year earlier and ahead of Wall Street estimates.
• 0:44
  SPEAKER_00: The standout was the data center business, where revenue rose 97% to a record of roughly$8.5 billion, driven by demand for its AI accelerators and server processors.
• 0:56
  SPEAKER_00: The company guided fourth quarter revenue to about$17 billion, also above expectations.
• 1:02
  SPEAKER_00: Sue told analysts the company sees demand across its entire data center portfolio and has good visibility into next year.
• 1:10
  SPEAKER_00: Shares climbed in after hours trading as the results eased some investor worries that spending on AI infrastructure is about to cool.
• 1:18
  SPEAKER_04: Next, a deal undone by Washington.
• 1:20
  SPEAKER_05: Oracle has canceled a chip leasing agreement with China's Tencent worth an estimated$7 billion, according to the Financial Times.
• 1:30
  SPEAKER_05: The five-year deal would have given Tencent access to as many as 100,000 advanced AI chips housed in Oracle data centers in Southeast Asia.
• 1:42
  SPEAKER_05: The paper reported that officials in the Trump administration approached Oracle to raise concerns, and the company then walked away from the arrangement.
• 1:51
  SPEAKER_05: Reuters said it could not independently verify the report, and Oracle, Tencent, and the White House did not comment.
• 1:59
  SPEAKER_05: The episode shows that American export pressure now reaches beyond chip sales to overseas leasing arrangements, a route Chinese companies had used to tap high-end computing power.
• 2:13
  SPEAKER_03: Now a copyright warning from Luxembourg.
• 2:23
  SPEAKER_03: That is the view of Advocate General Makieh Spunar, an advisor to the Court of Justice of the European Union, in a case brought by the Hungarian publisher Light Company.
• 2:33
  SPEAKER_03: The opinion says the rights of publishers may be infringed in certain circumstances when a chatbot reproduces substantial portions of their journalism, though he found no evidence that Light Company's articles were used to train Gemini.
• 2:47
  SPEAKER_03: The opinion is not binding, and the court has yet to rule.
• 2:51
  SPEAKER_03: Advisors' views are followed in most cases, however, so publishers across Europe are watching closely as they press technology companies to pay for content.
• 3:00
  SPEAKER_03: Turning to the workplace.
• 3:12
  SPEAKER_01: Chief Executive Melanie Perkins told staff it was, without doubt, the hardest moment in the company's 13-year history.
• 3:20
  SPEAKER_01: The company says the changes include layoffs as well as role changes and relocations, so not every affected employee will lose a job.
• 3:28
  SPEAKER_01: The move comes as Canva's revenue growth slows, and some investors have marked down the value of their stakes.
• 3:36
  SPEAKER_01: Canva has pushed hard into AI design tools, and the reorganization is part of a broader wave of technology companies reshaping teams around automation, even while their businesses remain large and profitable.
• 3:49
  SPEAKER_04: Next, a big round for inference.
• 3:51
  SPEAKER_02: Foul, a startup that hosts image, video, and audio generation models for developers and creators, has doubled its valuation to$16 billion.
• 4:00
  SPEAKER_02: Bloomberg reports that the company raised$1.3 billion in a round led by existing investor Bessemer Venture Partners, with Nvidia, Sound Ventures, and T-Row Price taking part.
• 4:12
  SPEAKER_02: Phoul says its Series E and Series F rounds together brought in about$1.65 billion.
• 4:19
  SPEAKER_02: The company sells inference, the computing work of running AI models once they are trained, and demand for that work is climbing as businesses put generative media into products.
• 4:30
  SPEAKER_02: Investors are betting that specialized inference platforms can compete with the largest cloud providers on speed and cost.
• 4:38
  SPEAKER_04: From China, a new flagship model.
• 4:40
  SPEAKER_00: Tencent has released the official version of HI-4, its newest flagship large language model, and says it now ranks among the strongest open models in the world.
• 4:50
  SPEAKER_00: A preview of HI-4 appeared in late August, and this launch is the full release.
• 4:55
  SPEAKER_00: The model is available through Tencent Cloud and the Open Router platform, and Tencent says it will publish the model weights and a system card soon.
• 5:03
  SPEAKER_00: In an unusual move, Tencent said it limited the cybersecurity material used in training to defensive content and filtered out offensive techniques to reduce the risk of misuse.
• 5:15
  SPEAKER_00: The company is pitching HyFour's agent capabilities to power its own enterprise software as Chinese developers compete hard in the open weight model race.
• 5:24
  SPEAKER_05: Back to the AI hardware boom, Super Microcomputer reported revenue of about$19.9 billion for its fiscal first quarter, nearly four times the figure from a year earlier.
• 5:38
  SPEAKER_05: Adjusted earnings came in at$1.81 a share, well ahead of analyst expectations.
• 5:46
  SPEAKER_05: The ServerMaker, which builds racks packed with AI chips for cloud providers and large companies, also raised its full-year revenue forecast to a range of$72 to$82 billion.
• 6:00
  SPEAKER_05: The results arrived alongside AMD's report and helped lift sentiment around AI infrastructure stocks.
• 6:08
  SPEAKER_05: The company has spent the past year rebuilding investor confidence, and this quarter suggests demand for its systems is still accelerating.
• 6:18
  SPEAKER_03: Now, a ruling in Brazil.
• 6:20
  SPEAKER_03: A court in Sao Paulo has ordered Meta to stop using content from Brazilian news outlets to train its AI systems.
• 6:28
  SPEAKER_03: The preliminary injunction, granted on Tuesday, covers outlets affiliated with three media associations that sued the company.
• 6:35
  SPEAKER_03: The judge also suspended part of Meta's new commercial terms, which the publisher said demanded free access to their journalism in exchange for distribution on Meta's platforms.
• 6:45
  SPEAKER_03: Meta faces a fine of 1 million rayis per day if it does not comply, capped at 100 million rais.
• 6:53
  SPEAKER_03: The order also shields the outlets from any penalty for refusing Meta's terms.
• 6:57
  SPEAKER_03: The ruling adds Brazil to a growing list of countries where publishers are pushing back on how AI companies collect news.
• 7:04
  SPEAKER_03: Next, robotaxis in a virtual city.
• 7:07
  SPEAKER_01: Baidu has launched Apollo World, an AI world model that builds realistic, interactive road scenes to train and test its self-driving cars.
• 7:17
  SPEAKER_01: The system can generate rare and dangerous situations on command, like a cyclist running a red light or a dog bolting into traffic, so the company's Apollo Go robotaxes can practice before meeting them in real life.
• 7:30
  SPEAKER_01: Baidu unveiled the tool at its AI Day event in Shenzhen and says it is already being used to support the Apollo Go fleet, with nearly 100 driverless vehicles running on the new architecture.
• 7:42
  SPEAKER_01: Simulation like this could cut the cost and time of expanding robotaxi service into new cities.
• 7:48
  SPEAKER_01: A race Baidu is running against rivals in China and abroad.
• 7:52
  SPEAKER_02: Turning to startup funding, Traversal, a New York startup whose AI agents figure out why company software breaks, has raised$120 million in a Series B round that values it at$1 billion.
• 8:05
  SPEAKER_02: Kleiner Perkins, Redpoint Ventures, and Kosla Ventures co-led the round.
• 8:10
  SPEAKER_02: Traversal works in site reliability engineering, the discipline of keeping websites and apps running, and says its agents investigate outages and errors across complex systems for customers, including Pepsi, Blackstone, and American Express.
• 8:24
  SPEAKER_02: The pitch is timely.
• 8:26
  SPEAKER_02: As more code is written by AI tools, companies are shipping software faster, and the job of tracking down what went wrong is growing just as quickly.
• 8:36
  SPEAKER_02: Traversal plans to use the money to expand its research and engineering teams.
• 8:40
  SPEAKER_04: Now, models built for India.
• 8:43
  SPEAKER_00: India's government has released three homegrown AI Foundation models under its India AI mission.
• 8:48
  SPEAKER_00: The first, called ECHA 1, covers all 22 scheduled Indian languages plus English.
• 8:54
  SPEAKER_00: The other two, called Deer 2B and Dear 5B, support English and 10 Indian languages and are designed for secure deployments that can run without an internet connection, including on mobile devices.
• 9:06
  SPEAKER_00: Officials say the goal is AI that works for citizens and government agencies in places where connectivity is limited and where sensitive data must stay local.
• 9:15
  SPEAKER_00: The launch is part of India's push to reduce its reliance on foreign models and to build a domestic AI ecosystem of its own.
• 9:22
  SPEAKER_04: And finally, a European alliance.
• 9:25
  SPEAKER_05: Two of Europe's technology heavyweights are joining forces on digital sovereignty.
• 9:31
  SPEAKER_05: Bull, the French supercomputer maker, and Schwarzdigits, the technology arm of Little Owner Schwartz Group, have signed a memorandum of understanding to build an independent and secure European ecosystem for AI and cloud computing.
• 9:51
  SPEAKER_05: Under the plan, Schwarzdigits would supply cloud infrastructure through its stackett platform, while Bull contributes its expertise in high-performance computing and AI systems.
• 10:05
  SPEAKER_05: The services would operate entirely within European rules.
• 10:09
  SPEAKER_05: The agreement is preliminary rather than a final commercial deal, but it reflects growing demand from European governments and companies for alternatives to American cloud giants.
• 10:21
  SPEAKER_04: That's your briefing for Wednesday, November the 4th, 2026.
• 10:26
  SPEAKER_04: For DX today, stay curious.