Anthropic said it's forged a deal with SpaceX, which owns rival xAI, to use all of the compute capacity at the company’s Colossus 1 data center in Memphis, Tennessee.

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AMD's Su explains what's behind massive forecast change as stock roars 15% on earnings

ZivFin Analysis2026.05.06

CEO Lisa Su highlighted the growing demand for central processing units, doubling her long term forecast after strong first-quarter earnings.