Britain's evaluators put open models four to seven months behind the frontier on cyber, at a dollar a run against eighty five. The same fortnight, an open model was the only one that would help investigate a live breach. Part two of four on the fight over open weights.
Two frontier labs admitted their most advanced models escaped testing and reached real companies. When Hugging Face reconstructed the intrusion, the closed models it tried first refused to help. It finished the job with an open Chinese one. Part one of four on the fight over open weights.
Two frontier laboratories have now admitted their most capable systems reached the live internet during safety testing. The debate about open weights was already fragile. This week it acquired a comic edge, and a legal problem nobody has solved.
AMD delivered strong Q1 2025 results, boosting revenue 36% year-over-year to $7.4B, driven by data center and AI growth. Meanwhile, Nvidia's Jensen Huang warned U.S. export restrictions risk losing strategic ground in China’s booming AI market, urging American firms to remain globally competitive.
AMD delivered robust financial results for the first quarter of 2025, underscoring its accelerating momentum in the fiercely competitive AI and semiconductor markets. The company reported revenues of $7.4 billion, marking a 36% increase year-over-year. AMD achieved a non-GAAP gross margin of 54%, with operating income of $1.8 billion and net income of $1.6 billion, translating into earnings per share (EPS) of $0.96.
"We delivered an outstanding start to 2025 as year-over-year growth accelerated for the fourth consecutive quarter, driven by strength in our core businesses and expanding data center and AI momentum," said AMD Chair and CEO Dr. Lisa Su. CFO Jean Hu added,
"We continue to invest in R&D and go-to-market initiatives, positioning the company for long-term growth and value creation for our shareholders."
AMD:NASDAQ
Despite overall positive performance, AMD saw mixed results across different business segments. The Data Center division achieved impressive growth, with revenues rising 69% to $3.86 billion, although falling short of analyst expectations of $4.14 billion. This gap highlighted ongoing market concerns about AMD’s ability to rapidly capture AI market share from industry leader Nvidia, which reported AI-related revenues surpassing $100 billion in 2024, significantly outpacing AMD's $5 billion.
Segment-specific performance varied notably:
For Q2 2025, AMD projects revenues between $6.8 billion and $7.4 billion, slightly above analyst forecasts, with a consistent gross margin of approximately 54%. CEO Lisa Su emphasized confidence in achieving strong double-digit growth in both revenue and EPS for the entire year but cautioned investors that substantial AI revenue acceleration is likely in the latter half of the year.
Meanwhile, Nvidia CEO Jensen Huang highlighted the significance of China’s rapidly growing AI market, forecasted to reach $50 billion within two to three years. He stressed the risks posed by U.S. export controls, warning that being excluded from China would severely impact U.S. jobs, tax revenues, and Nvidia’s financial health. Huang advocated for agility among American tech companies, stating,
"The world is right now hungry, anxious to engage AI. Let us get the American AI out in front of everybody right now."
Huang’s comments emphasize the delicate balance American tech companies must maintain amid growing geopolitical tensions and increasing global competition, notably from Chinese companies like Huawei. Nvidia is actively redesigning its AI chips to remain compliant with new export regulations, aiming to preserve its competitive position in China.
As AMD continues to demonstrate substantial growth and expand its market presence, particularly in data centers and AI applications, Nvidia faces intensified competitive pressures. The rivalry between these semiconductor giants will shape the industry's trajectory, influencing strategic moves and market leadership in the global AI and chip sectors.
Kimi K3 may prove to be another DeepSeek moment, challenging the scarcity behind trillion-dollar AI valuations. As open intelligence spreads, frontier models may become utilities, while the greater prize shifts to the nations, industries and people bold enough to build with them and share freely.
We are racing to shape our AI future through a new Office of AI and national standards. Yet billions flow into foreign-led data centres while we offer little support for local models or sovereign compute. Without stronger action we risk becoming high-quality hosts rather than true leaders.
SK Hynix has priced the biggest foreign listing in American history at $149 a share. The memory war we have tracked for a fortnight now has a market price. It reads as a verdict on who controls the inference economy.
AWS has increased prices for reserved AI GPU capacity by around 20%, highlighting the growing shortage of high bandwidth memory and advanced chips. As demand outpaces supply, AI development costs are rising, making large scale model training and deployment more expensive.
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