The Information's TITV Robotics for Logistics Startup, Harvard Professor on AI Chip Wars, OpenAI Commerce | Nov 5, 2025
12 snips
Nov 5, 2025 John Vinh, an equity research analyst, delves into AMD’s robust data center earnings and its competition with Nvidia and Intel. Advertising reporter Catherine Perloff unveils Pinterest's AI shopping efforts and highlights retailer concerns about OpenAI's commerce features potentially disrupting customer relationships. Harvard professor David Yoffie shares insights on chip industry rivalries and strategies, recommending Intel spin off its manufacturing. Finally, AJ Meyer introduces Pickle Robot, showcasing its innovations in automating logistics tasks.
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AMD's Data-Center Momentum
- AMD's data-center revenue rose over 20% year-over-year driven by MI350 GPUs and new server CPUs.
- The company could reach about $7 billion in data-center revenue this year but remains far behind NVIDIA's AI GPU scale.
AMD Gains Share In Client PCs
- AMD is gaining PC and desktop share largely at Intel's expense across notebooks and desktops.
- Desktop weakness at Intel opened a durable share opportunity for AMD in client markets.
Demand Transparency And Watch Execution
- Investors should want AMD to resume disclosing AI GPU revenue breakouts to compare against NVIDIA and Broadcom.
- Watch the MI450 GPU and Helios rack transition for execution risks during full-stack shifts.