AMD vs Lenovo

AMD Beats Q3 Estimates, Data Center Revenue Surges 45%

Advanced Micro Devices (AMD) reported third-quarter earnings that beat Wall Street expectations, with revenue jumping 45% year-over-year to $13.38 billion, driven by booming sales of AI chips. Data center revenue nearly doubled, accounting for 64% of total revenue. CEO Lisa Su said she expects server revenue to double year-over-year in 2027 and data center AI growth to accelerate even faster than previously projected. The company's stock rose 8% in extended trading before paring gains amid election results. AMD also highlighted growing adoption of its Helios rack-scale systems by major customers like Meta, Microsoft, Anthropic, OpenAI, and Oracle. The company expects Q4 revenue of about $17 billion, beating estimates. AMD's performance comes amid industry fears of overspending on AI infrastructure, but strong demand for AI chips, especially for agentic AI applications, is fueling growth.

• AMD reported Q3 revenue of $13.38 billion, beating estimates of $13.09 billion.
• Data center revenue nearly doubled year-over-year, now accounting for 64% of total revenue.
• CEO Lisa Su expects server revenue to double in 2027 and data center AI growth to accelerate.

OneQode signs 14 MW AI capacity deal with AdaniConneX

OneQode, a global AI infrastructure operator, has signed an agreement with AdaniConneX, a leading Indian data center provider, for 14 MW of data center capacity in Siruseri Sipcot, Chennai, India. This marks OneQode's first major AI infrastructure deployment in India, supporting large-scale AI training, inference, enterprise AI, and sovereign AI workloads. The deployment is part of OneQode's wider Asia-Pacific expansion, alongside its Thailand presence. Discussions are ongoing for additional capacity up to 114 MW, which could generate over US$6 billion in GPUaaS TCV revenue. The Chennai site will connect to OneQode's global network of 30+ data centers across five continents, leveraging its low-latency carrier network. This builds on OneQode's collaboration with AMD to deploy AMD Instinct GPUs and plans for the AMD Helios rack-scale solution.

• OneQode signed a 14 MW data center capacity agreement with AdaniConneX in Chennai, India.
• The agreement marks OneQode's first major AI infrastructure deployment in India.
• Discussions for expansion up to 114 MW are ongoing, potentially generating over US$6 billion in GPUaaS TCV revenue.

Memory Right-Sizing Could Reshape HBM Demand, Analyst Says

Memory demand is increasingly determined by accelerator architecture, as discussed in a Chipstrat analyst's review of Micron's Technology and Product Webinar. Customers are 'right-sizing' memory for specific workloads, leading to potential reductions in HBM content per accelerator. The analyst highlights that disaggregated inference splits into compute-bound prefill and memory-bound decode phases, each potentially requiring different memory types and capacities. Examples include AMD's MI455X with 432 GB HBM4, Nvidia's Rubin with 288 GB, and Rubin CPX with GDDR7 instead of HBM. Startups like Positron are offering configurable memory capacities, skipping HBM for LPDDR5X. This shift impacts memory vendors' bit volumes and product mix, affecting margins and wafer trade ratios. Micron, which co-designs custom base dies with customers from HBM4E, is urged to better articulate its strategy, especially regarding who captures value when customers put their own logic in the base die.

• Micron held its Technology and Product Webinar on October 27, 2026.
• Analyst cites AMD's MI455X with 432 GB HBM4 and Nvidia's Rubin with 288 GB as examples of varying HBM capacities.
• Nvidia's Rubin CPX uses 128 GB GDDR7 and no HBM, indicating a trend towards cheaper memory.

B2B Advertisers Must Embrace the Weekend

Bloomberg Media's David Bradford argues that B2B advertisers are missing opportunities by confining their campaigns to the working week. In a world where work and life blur, decision-makers are always 'on' but in different mindsets, especially on weekends. Bradford highlights Bloomberg's Weekend proposition, which offers in-depth, reflective content that attracts a growing audience of leaders. He cites YouGov data showing Lenovo's successful B2B activation during the World Cup, demonstrating that broader placements can work. He encourages advertisers to follow audiences across premium environments like podcasts, LinkedIn, and OOH, reaching them when they have more space to think. The article is an opinion piece advocating for a shift in B2B media planning to include weekend placements as a prime-time opportunity.

• Bloomberg Media launched a Weekend proposition for readers and viewers.
• 66% of Weekend visitors are new readers each month.
• YouGov data showed Lenovo ranked second in Advertiser Impact Score for its tech partnership with FIFA during the World Cup.

Lenovo AI Express with NVIDIA Accelerates Path to Hybrid AI Factory in Weeks

Lenovo announced Lenovo AI Express with NVIDIA, a solution to accelerate the path to Hybrid AI Factory in weeks. Additionally, Lenovo Technology Powers Aruba.it Racing – Ducati to Historic 2026 WorldSBK Triple Crown.

SONiC Foundation Adds Lenovo, NADDOD, NEXAI as Members

The SONiC Foundation, hosted by the Linux Foundation, announced that Lenovo, NADDOD, and Zhanwang (NEXAI) have joined as General Members. These companies bring expertise in networking silicon, infrastructure, and high-speed Ethernet, aiming to strengthen the open-source network operating system's ecosystem for AI, high-performance computing, cloud, and data center environments. The new members plan to contribute upstream technical enhancements, including platform and SAI improvements, interoperability testing, and AI network observability. The announcement precedes the OCP Global Summit 2026, where the foundation will host workshops and demonstrations, including an offsite event at Nokia's Sunnyvale office. This expansion reflects continued industry investment in SONiC as a vendor-neutral alternative for large-scale network infrastructure.

• SONiC Foundation welcomes Lenovo, NADDOD, and Zhanwang (NEXAI) as new General Members.
• The new members bring expertise in networking silicon, infrastructure, and high-speed Ethernet.
• New members plan upstream contributions including platform, SAI, RoCE, and telemetry enhancements.