🔥 BIG: Meta to start manufacturing its in-house "Iris" AI chip in September, aiming to hit 14 gigawatts of compute capacity next year and cut reliance on Nvidia and AMD, per Reuters. https://t.co/oA3xX1RIb5 ...

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[music] >> I'm Jessica Ettinger. CNBC Wall Street opens Friday morning after a winning day for stocks. The AI trade gained steam while Iran tensions cooled.For many investors, the Dow was up 139 points. Cisco shares led it higher. They were up almost 4%.The S&P 500 index up 60 points. That was 8/10 of a percent. The Nasdaq was up 336 points.That was 1.3%. Chipmaker shares for the most part all higher. AMD up 5%, Micron up 4%.Nvidia was in the red, down a half a percent. The Carson Group's Ryan Detrick tells ...

The AMD Internship Program is extremely important because it's the way that we hire a significant proportion of the engineers into this company. They get to work with extremely skilled engineers and work on advanced technologies and products. The major thing that surprised me about working in AMD was how you're trusted to work independently.We have a very collaborative culture here at AMD where you're encouraged to ask questions and if you're stuck there's always going to be someone to help you. My first im ...

I'm Jessica Edinger, CNBC. Wall Street in the green this afternoon. Investors a little less jittery over an allout war again with Iran.Oil prices are pulling back this afternoon. The Dow is up 184 points. Cisco shares leading it higher.They're up three and a half%. The S&P 500 index up 49 points this afternoon, more than a half percent. The NASDAQ is now up 223 points, 8/10en of a percent.Chipmaker shares are higher today. AMD and Micron each up 7% this afternoon. Nvidia is in the red this afternoon, down 1 ...

Technology CapEx as a percent of GDP is now greater than spending during the tech and telecom bubble. The big four hyperscalers alone are expected to spend more than $700 billion in 2026, and that number is only expected to move higher in 2027. Today, Nvidia owns the AI accelerator market, but competition is coming.AMD has already shown it can take share in data center compute, steadily gaining ground in server CPUs since 2017. Now, it's bringing AI accelerators to market that could challenge Nvidia's domin ...