JHVEPhoto/iStock Editorial via Getty Images Advanced Micro Devices ( AMD ) is working with partners in Taiwan to expand production capacity as stronger-than-expected demand tightens the global CPU market, CEO Lisa Su said Friday. Speaking in Taipei following a visit to China, Su said she met with AMD’s largest customers in China and worldwide before traveling to Taiwan to help ensure supply capaci...
JHVEPhoto/iStock Editorial via Getty Images Advanced Micro Devices ( AMD ) is working with partners in Taiwan to expand production capacity as stronger-than-expected demand tightens the global CPU market, CEO Lisa Su said Friday. Speaking in Taipei following a visit to China, Su said she met with AMD’s largest customers in China and worldwide before traveling to Taiwan to help ensure supply capacity could support a major increase in central processing unit production. “The overall CPU market has had significantly higher demand than any of us predicted a year ago,” Su said. “I would say the CPU market is tight.” She added that AMD is rapidly increasing capacity and expects supply to rise each quarter this year, with substantially more capacity planned for 2027 and beyond. Growth was being driven by AI inferencing and agentic AI, Su said. Taiwan remains central to the global AI supply chain for companies such as NVIDIA and Apple, with its position reinforced by Taiwan Semiconductor Manufacturing Company ( TSM ), the world’s largest contract chipmaker and a key AMD supplier. AMD said Thursday it plans to invest more than $10B in Taiwan’s AI sector to strengthen strategic partnerships and expand capacity for building and assembling advanced AI chips. Su said the investment would focus on advanced packaging, substrates, and manufacturing for rack-scale systems. More on AMD AMD: Growing Outside Of Nvidia's Shadow Why AMD Could Reach $1,000 Before 2030 (Rating Upgrade) AMD's CPU Opportunity Changes The Entire AI Narrative Trump administration plans billions in financing to woo firms for US AI tools: report AMD to invest $10B in Taiwan to boost AI chip partnerships
JHVEPhoto/iStock Editorial via Getty Images Advanced Micro Devices ( AMD ) is working with partners in Taiwan to expand production capacity as stronger-than-expected demand tightens the global CPU market, CEO Lisa Su said Friday. Speaking in Taipei following a visit to China, Su said she met with AMD’s largest customers in China and worldwide before traveling to Taiwan to help ensure supply capaci...
JHVEPhoto/iStock Editorial via Getty Images Advanced Micro Devices ( AMD ) is working with partners in Taiwan to expand production capacity as stronger-than-expected demand tightens the global CPU market, CEO Lisa Su said Friday. Speaking in Taipei following a visit to China, Su said she met with AMD’s largest customers in China and worldwide before traveling to Taiwan to help ensure supply capacity could support a major increase in central processing unit production. “The overall CPU market has had significantly higher demand than any of us predicted a year ago,” Su said. “I would say the CPU market is tight.” She added that AMD is rapidly increasing capacity and expects supply to rise each quarter this year, with substantially more capacity planned for 2027 and beyond. Growth was being driven by AI inferencing and agentic AI, Su said. Taiwan remains central to the global AI supply chain for companies such as NVIDIA and Apple, with its position reinforced by Taiwan Semiconductor Manufacturing Company ( TSM ), the world’s largest contract chipmaker and a key AMD supplier. AMD said Thursday it plans to invest more than $10B in Taiwan’s AI sector to strengthen strategic partnerships and expand capacity for building and assembling advanced AI chips. Su said the investment would focus on advanced packaging, substrates, and manufacturing for rack-scale systems. More on AMD AMD: Growing Outside Of Nvidia's Shadow Why AMD Could Reach $1,000 Before 2030 (Rating Upgrade) AMD's CPU Opportunity Changes The Entire AI Narrative Trump administration plans billions in financing to woo firms for US AI tools: report AMD to invest $10B in Taiwan to boost AI chip partnerships
Manchester City have confirmed that manager Pep Guardiola will leave the club after Sunday's final match of the season. Guardiola has led City to 15 major trophies, including six Premier League titles in 10 top-flight seasons in charge. The 55-year-old's final game will be against Aston Villa at the Etihad Stadium. BBC Sport reported on Monday that City were preparing for Guardiola's departure a y...
Manchester City have confirmed that manager Pep Guardiola will leave the club after Sunday's final match of the season. Guardiola has led City to 15 major trophies, including six Premier League titles in 10 top-flight seasons in charge. The 55-year-old's final game will be against Aston Villa at the Etihad Stadium. BBC Sport reported on Monday that City were preparing for Guardiola's departure a year before the end of his contract. "Don't ask me the reasons I'm leaving," said Guardiola. "There is no reason, but deep inside, I know it's my time. "Nothing is eternal, if it was, I would be here. Eternal will be the feeling, the people, the memories, the love I have for my Manchester City." Former Chelsea manager Enzo Maresca, who worked under Guardiola at City, is the frontrunner to replace the 55-year-old. Guardiola has led City to 17 major trophies - and 20 in all - including six Premier League titles, the Champions League, three FA Cups and five EFL Cups during his 10 years at City.
中国工业物理AI的真正优势不在模型参数，而在全球12倍的工业机器人部署密度、两倍的发电量和密集的5G边缘节点——场景密度、基建底座和开源模型的合力，正在推动物理AI从实验室走向规模化落地。 江行智能提出工业物理AI的三层模型，这套系统已在新能源场站和电网巡检场景落地——覆盖贵州、内蒙古等多地，核心算法准确率达99%。陈龙特别指出，工业场景下一个看似简单的巡检任务通常需要拆成100到200个子任务，这对AI的稳定性和可靠性提出了远超消费级应用的要求。 以下为演讲内容，经36氪整理编辑： 陈龙丨江行智能基模CTO 各位嘉宾、行业伙伴下午好，我是来自江行智能的具身基模CTO陈龙，我的分享题目是从感知环境到改变世界：物理AI的机遇、路径和挑战。 AI 的竞争已经从数字世界的模型参数之争，转向了真实物理世界的系统能力之争。中国凭借独特的五层产业基础，正在成为全球工业物理 AI 落地的最佳土壤。江行智能通过打造全栈工业物理 AI 模型架构，已经在新能源、电网等核心领域实现了规模化部署，证明了物理 AI 从概念走向现实的可行性。 AI 竞争正在从模型竞争走向物理系统竞争 过去几年，生成式 AI 在数字世界充分证明了自身价值，能够完成内容生成、代码编写、智能问答等任务。但对于工业企业而言，真正的价值前线不在屏幕里，而在风电场、光伏电站、变电站、矿山、化工园区和生产车间这些真实的物理空间。 AI 正在经历从 “生成答案” 到 “执行任务” 的关键演进。当 AI 走进工业现场，竞争的核心不再是模型参数规模或单点算法准确率，而是能否将人工智能稳定、可控、低成本地部署到真实物理世界。工业现场的任务从来不是 “看一张图判断有没有异常” 这么简单，它需要完成数据采集、环境理解、设备接入、任务规划、执行反馈和闭环迭代的全流程。这意味着物理 AI 不是一个孤立的模型，而是一套能够在现场持续运行的完整智能系统。 中国工业物理 AI 的五层基础与三大结构性机会 为什么工业物理 AI 在中国拥有最好的落地条件？中国已经形成了其他国家难以复制的五层系统性基础。 第一层是应用层。中国拥有全球最高密度的工业场景，工业机器人安装量约为美国的 8.6 倍，过去十年增长了约 12 倍。真实场景越密集，“数据 - 模型 - 具身智能机器人” 的闭环就越容易形成。 第二层是模型层。以 DeepSeek、通义千问（Qwe...
It quickly spread through the country and eventually expanded into more than 160 others, with Petrini as its president. He became friends with King Charles III and the late Pope Francis through his campaigning.
It quickly spread through the country and eventually expanded into more than 160 others, with Petrini as its president. He became friends with King Charles III and the late Pope Francis through his campaigning.
Key Highlights Oracle’s fiscal Q3 2026 revenue climbed 22% year-over-year to $17.2 billion, surpassing Wall Street projections Total cloud services revenue expanded 44% to $8.9 billion; Oracle Cloud Infrastructure revenue soared 84% to $4.9 billion AI-focused infrastructure revenue skyrocketed 243%, while contracted backlog exploded 325% to reach $553 billion Institutional ownership stands at 42.4...
Key Highlights Oracle’s fiscal Q3 2026 revenue climbed 22% year-over-year to $17.2 billion, surpassing Wall Street projections Total cloud services revenue expanded 44% to $8.9 billion; Oracle Cloud Infrastructure revenue soared 84% to $4.9 billion AI-focused infrastructure revenue skyrocketed 243%, while contracted backlog exploded 325% to reach $553 billion Institutional ownership stands at 42.44% of ORCL shares, with analysts rating the stock a “Moderate Buy” at a $261.46 average target ORCL shares opened Friday at $189.76, gaining 0.86%, trading within a 52-week band of $134.57 to $345.72 Oracle delivered fiscal third-quarter 2026 results that exceeded Wall Street’s expectations, posting revenue of $17.2 billion—a 22% increase from the prior-year period. Analysts had projected $16.91 billion. Non-GAAP earnings per share reached $1.79, beating the consensus forecast of $1.71. Oracle Corporation, ORCL The standout performer was the company’s cloud segment, which generated $8.9 billion in revenue—a robust 44% year-over-year expansion. Within that category, Oracle Cloud Infrastructure demonstrated exceptional momentum, recording 84% growth to reach $4.9 billion during the quarter. The artificial intelligence segment delivered particularly impressive metrics. AI infrastructure revenue exploded by 243% compared to the year-ago quarter. Multicloud database services experienced an astronomical 531% surge. The most significant indicator of future performance may be Oracle’s remaining performance obligation—essentially its contracted revenue backlog—which ballooned 325% to an extraordinary $553 billion. This forward-looking revenue pipeline represents one of the largest in enterprise technology. Management updated its fiscal 2027 revenue outlook upward, providing shareholders with enhanced visibility into the company’s growth trajectory. For the upcoming Q4 2026 period, Oracle issued EPS guidance ranging from $1.96 to $2.00. Wall Street Institutions Pile Into ORCL The com...
Company Logo Mexico's social commerce market is poised for growth with trends like in-stream checkouts on platforms like TikTok Shop, enhanced WhatsApp-assisted selling, and integration into major retail events. Brands should capitalize on structured social commerce strategies, focusing on logistics, trust, and compliance to succeed. Mexican Social Commerce Market Mexican Social Commerce Market · ...
Company Logo Mexico's social commerce market is poised for growth with trends like in-stream checkouts on platforms like TikTok Shop, enhanced WhatsApp-assisted selling, and integration into major retail events. Brands should capitalize on structured social commerce strategies, focusing on logistics, trust, and compliance to succeed. Mexican Social Commerce Market Mexican Social Commerce Market · GlobeNewswire Inc. Dublin, May 22, 2026 (GLOBE NEWSWIRE) -- The "Mexico Social Commerce Market Intelligence and Future Growth Dynamics Databook - 50+ KPIs on Social Commerce Trends by End-Use Sectors, Operational KPIs, Retail Product Dynamics, and Consumer Demographics - Q1 2026 Update" report has been added to ResearchAndMarkets.com's offering. The social commerce market in Mexico is expected to grow by 14.0% on annual basis to reach US$55.84 billion in 2026. The social commerce market in the country experienced robust growth during 2022-2025, achieving a CAGR of 16.9%. This upward trajectory is expected to continue, with the market forecast to grow at a CAGR of 11.7% during 2026-2031. By the end of 2031, the social commerce sector is projected to expand from its 2025 value of USD 48.99 billion to approximately USD 96.95 billion. Over the next 2-4 years, competitive intensity should rise. TikTok Shop is likely to deepen creator-led selling, while Meta will defend its position through messaging, automation, and cross-app campaign tools. But scale will still depend on fulfillment, seller onboarding, and trust. That means social-commerce specialists may win discovery, while larger platforms and retailers retain an advantage in logistics and repeat purchase. Regulatory scrutiny of platform behavior in Mexico will also keep competitive conduct under closer watch. Current State of the Market In Mexico, competition is moving from basic social selling to more structured transaction models. TikTok Shop launched in Mexico in February 2025, and TikTok later positioned Mexico as a liv...
Divorces can disrupt many parts of people's lives, including their finances. This is particularly true for retirement planning. Although you'll most likely need to revamp your retirement strategy after a divorce, one silver lining is that you could still be eligible for a higher Social Security benefit. Your career earnings largely determine your Social Security benefit, but Social Security offers...
Divorces can disrupt many parts of people's lives, including their finances. This is particularly true for retirement planning. Although you'll most likely need to revamp your retirement strategy after a divorce, one silver lining is that you could still be eligible for a higher Social Security benefit. Your career earnings largely determine your Social Security benefit, but Social Security offers spousal benefits that allow you to claim benefits based on your partner's work record. And you don't need to be married right now, either. Divorcees are also eligible for spousal benefits. Here's what you should know about them in 2026. Who is eligible to receive divorced spousal benefits? To claim spousal benefits as a divorcee, you must have been married to your ex-spouse for at least 10 consecutive years before divorcing. Anything short of 10 automatically disqualifies you. If you were married to someone, divorced, and then remarried them within a calendar year, Social Security may combine the time. Your ex-spouse's relationship status doesn't matter, but if you're planning to claim spousal benefits as a divorcee, you must currently be unmarried. If you remarry while collecting the benefits, you'll lose the right to the benefits based on your ex-spouse's work record and must claim based on your new spouse's work record or your own. And don't worry if you're not in contact with your ex-spouse; you don't need their permission to claim benefits, and they won't be alerted. However, if they're not currently claiming benefits, you'll need to wait until you've been divorced for two years before being eligible to claim. They must also be at least 62 years old (the earliest you can claim). How much can you receive from divorced spousal benefits? By claiming Social Security spousal benefits, you're eligible to receive up to 50% of their primary insurance amount (PIA), which is their monthly benefit if they claim at their full retirement age. For example, if your spouse's PIA is $...
What Happened? A number of stocks jumped in the afternoon session after traders positioned ahead of Nvidia's fiscal Q1 earnings. Nvidia accounted for a significant percentage of the S&P 500's gains heading into the announcement, making the print the binary catalyst for the entire AI-infrastructure complex — networking ASICs, connectivity silicon, memory, and packaging all move together on the read...
What Happened? A number of stocks jumped in the afternoon session after traders positioned ahead of Nvidia's fiscal Q1 earnings. Nvidia accounted for a significant percentage of the S&P 500's gains heading into the announcement, making the print the binary catalyst for the entire AI-infrastructure complex — networking ASICs, connectivity silicon, memory, and packaging all move together on the read-through. Falling oil prices also supported the bullish sentiment. Semis carry arguably the longest-dated cash flows in the equity market because most of their value sits in 2027–2030 AI capex, not in the current quarter. When Brent crude drops 5.21% (like it did during the session), expected inflation falls, the Fed gets more room to cut, and the discount rate applied to those distant cash flows compresses. A small rate move produces an outsized stock move, which is why a 5% oil decline can power 8%+ chip rallies on the same day. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Zooming In On Vishay Intertechnology (VSH) Vishay Intertechnology’s shares are very volatile and have had 23 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 14 days ago when the stock gained 4.5% on the news that strong results from Advanced Micro Devices signaled robust and sustained demand for artificial intelligence (AI) infrastructure. AMD reported a 38% year-on-year revenue increase, with its data center business surging 57% to $5.8 billion. This blowout report is seen by investors as confirmation that heavy spending on AI by major tech companies is creating a rising tide for the entire industry.