Dell Falls 2.5% as $1,199 Googlebook Tests PC Margin

Mitsubishi Electric Power Products, Inc. announced its new Chip-to-Grid Reference Designs, an integrated blueprint for AI factories built with NVIDIA Vera Rubin NVL72 and future next-generation NVIDIA AI infrastructure. The designs target hyperscale, neocloud, and colocation operators across North America, providing scalable architecture built around 250 MW deployment blocks that support expansion to gigawatt-scale campuses and enable rack densities to grow from approximately 200 kW today to more than 1 MW per rack. Each 250 MW deployment block can operate islanded, using on-site generation and battery energy storage with a pathway to future utility interconnection, or grid connected. The framework integrates utility interconnection, on-site generation, battery energy storage, electrical distribution, advanced cooling, and facility controls, and aligns with NVIDIA MGX rack-scale accelerated computing platforms and the NVIDIA Vera Rubin DSX AI Factory Reference Design infrastructure provisioning strategy. Tricia Breeger, President and CEO of MEPPI, said success depends on resilient energy systems and scalable infrastructure that can grow from today's deployments to tomorrow's gigawatt-scale campuses, while Vladimir Troy, Vice President of AI Infrastructure at NVIDIA, said the designs give operators a repeatable blueprint for deploying NVIDIA Vera Rubin infrastructure.

AMD's market capitalization crossed the $1 trillion mark for the first time on Monday, with shares surging 9.9% amid a broader tech-stock rally. The stock is up 185% year to date, far outpacing rival Nvidia's 22% gain. The milestone follows a second quarter in which AMD beat Wall Street expectations across the board, posting record non-GAAP earnings per share of $1.66 versus consensus estimates of $1.61, while total revenue surged 50% year over year to a record $11.5 billion, clearing analyst projections of approximately $11.34 billion. The company's Data Center segment drove the performance, with revenue more than doubling year over year to $6.7 billion on robust demand for EPYC server CPUs and Instinct AI accelerators. AMD projected second-half 2026 server CPU revenue to grow 80% year over year and 70% in 2027, and expects data center revenues to more than double in 2027, with AI graphics processing units growing well over 100%. AMD also unveiled next-generation AI chips headlined by the Instinct MI450 Series GPUs and the 6th Gen EPYC Venice CPUs, designed to power its new Helios rack-scale AI systems, alongside deals for Microsoft to deploy Helios across Azure AI services beginning in the second half of 2026 and for Anthropic to deploy up to 2 gigawatts of the Instinct MI450 GPUs in its Helios system beginning in the first half of 2027, a deal that could be worth tens of billions of dollars over time. AMD also committed to invest up to $5 billion in Anthropic, marking one of the chipmaker's largest strategic investments ever.