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Two consecutive holds for Kevin Warsh’s Fed, keeping rates at 3.50%-3.75%.
The vote shifted from 12-0 in June to 9-3, with Beth Hammack, Neel Kashkari and Lorie Logan dissenting in favour of a 25bp hike.
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Microsoft will deploy AMD’s Helios rack-scale AI platform on Azure to support frontier-model inference, expanding the companies’ partnership across GPUs, CPUs, networking & software.
AMD will begin shipping Helios in H2 2026.
$AMD: +5% Pre-Market
$MSFT: -1% PRe-Market
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Databricks CEO: "We host open-source models such as Kimi and offer them to our customers. Demand has been so strong that we are running out of GPUs across multiple regions. We nearly exhausted our GPU capacity in Asia, and demand is rising in countries including Japan, South Korea, the United States, and India. We, therefore, need to acquire a large number of additional GPUs, which requires significant funding. That demand was what triggered our latest fundraising round: we were inundated with customer requests and needed more GPU capacity. GPUs are extremely expensive to acquire.
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$MRVL Marvell CEO Matt Murphy: “There's still not enough logic wafers to go around.”
$AVGO Broadcom CEO Hock Tan: Long lead times are encouraging customers to place orders years ahead of deployment.
“They are placing their orders early and they're placing their orders now, and they are placing orders in fairly huge demand.”
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