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How Investors May Respond To Advanced Micro Devices (AMD) Rack-Scale AI Push With Vultr And HPE
In early December 2025, Vultr revealed it is building an AI supercluster in Springfield, Ohio using 24,000 AMD Instinct MI355X GPUs, while AMD separately announced an expanded collaboration with HPE around its “Helios” rack-scale AI platform powered by next-generation EPYC CPUs and Instinct GPUs. Together, these moves highlight how AMD’s AI roadmap is starting to anchor full-stack, rack-scale deployments at cloud providers and supercomputing centers, rather than only supplying standalone... Dec 9, 2025 - $AMD
Stocks to Watch Tuesday Recap: Nvidia, AutoZone, PepsiCo, Campbell’s
🔎 Nvidia (NVDA): President Trump said he would let Nvidia export its H200 chip to China, and the U.S. would receive a 25% cut. He said the government would take a similar approach to AMD (AMD) and Intel (INTC) exports. Dec 9, 2025 - $AMD
Nvidia Has Permission to Sell H200 Chips to China. Why It Might Not Matter Much for the Stock.
While President Donald Trump plans to allow Nvidia to sell a more advanced artificial-intelligence chip to China, doubts over whether Beijing will permit sales in large volumes mean the stock isn’t receiving much of a boost. China has effectively banned the country’s technology companies from buying Nvidia hardware. Nvidia has said its current financial guidance doesn’t assume any revenue from China. Dec 9, 2025 - $AMD
What Trump's China Chip Deal Means For Nvidia Stock
The Trump administration's approval of Nvidia AI chip sales to China is directionally positive for the company but likely will have only limited impact near term. Dec 9, 2025 - $AMD
A Key Moment for AI Stocks Comes This Week—and It Has Nothing to Do With Nvidia
The artificial-intelligence trade that has fueled the market’s rally can swing in either direction this week, with earnings from Oracle being the pivotal event. The market’s focus on AI growth has widened from just looking at Nvidia’s chip demand. Wall Street is rightly concerned about how sustainable the growth in data center demand is, and investors are becoming increasingly vigilant of demand signals from a host of key companies. Dec 9, 2025 - $AMD
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