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Constellation Insights
May 6, 2025

AMD’s data center sales surge in Q1

The chipmaker, which is playing catch up to Nvidia in AI infrastructure, reported first quarter earnings of $709 million, or 44 cents a share, on revenue of $7.4 billion, up 36% from a year ago. Non-GAAP earnings were 96 cents a share.

Constellation Insights
May 2, 2025

2025 is the year of quantum computing (already)

Quantum computing is hogging the headlines in 2025 and it's ok to say it's the year of quantum--or maybe qubits--with 10 months to go in the year. The quantum computing developments are flying, but it's worth noting that we're years away from big commercial adoption.

Constellation Insights
April 24, 2025

Intel Q1 a start, but no quick fixes ahead

The chipmaker said it will aim to lower operating expenses in 2026 to $16 billion from $17 billion in 2025. Operating expenses in 2025 were previously projected to be $17.5 billion. The company didn't disclose a headcount figure for layoffs.

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