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Wednesday, August 5, 2026

AMD’s record quarter is really a bet that open beats Nvidia’s moat

Data-centre sales more than doubled to lift AMD to a record $11.5bn, but the number that matters is whether an open software stack can chip away at CUDA’s lock-in AMD has had its best quarter yet, as the chipmaker reported record revenue of $11.5bn for the second quarter, up 50% on a year earlier, …

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