AMD Shares Climb on Reports of Alibaba Massive AI Chip Order [Yahoo! Finance]
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)
Last alibaba group holding limited american depositary shares each representing eight ordinary share earnings: 2/13 06:45 am
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Source: Yahoo! Finance
that Alibaba Group Holding is considering a large order of the company's latest AI accelerator chips. The potential deal, which could involve tens of thousands of units of AMD's MI308 chips, comes amid renewed demand for high?performance processors in data centres supporting artificial intelligence workloads. Warning! GuruFocus has detected 5 Warning Signs with AMD. Is AMD fairly valued? Test your thesis with our free DCF calculator. Investors have been closely watching AMD after recent concerns over China's push to develop domestic semiconductor capabilities weighed on the stock. A substantial order from a major Chinese technology company may signal continued reliance on Western chipmakers for near?term AI infrastructure needs. The MI308 accelerators are seen as a competitive alternative to Nvidia's data centre GPUs, which dominate the AI compute market. Analysts said the reported order could help reassure investors about demand durability, though they cautioned that fi
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- Alibaba Weighs Major AMD AI Chip Order [Yahoo! Finance]Yahoo! Finance
- Nvidia Plans H200 Chip Shipments to China by Mid-February [Yahoo! Finance]Yahoo! Finance
- The AI Stock That's Secretly Crushing Nvidia [Yahoo! Finance]Yahoo! Finance
- Nvidia aims to begin H200 chip shipments to China by mid-February, Reuters' sources say [BNN Bloomberg (Canada)]BNN Bloomberg
- Chinese OpenAI rivals MiniMax and Zhipu AI offer first look at business models ahead of listings [Seeking Alpha]Seeking Alpha
BABA
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- 11/25/25 - Beat
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Sec Filings
- 12/4/25 - Form 6-K
- 12/4/25 - Form 6-K
- 12/1/25 - Form 6-K
- BABA's page on the SEC website