Nvidia is the dominant player in AI infrastructure, but its size could limit some of its upside. AMD and Broadcom, meanwhile, ...

Key Takeaways Advanced Micro Devices (AMD) stock jumped Thursday after analysts suggested the company’s latest AI chips are ...

Technology stock valuations are hovering near all-time highs, but some value plays are hiding in the background.

KEY TAKEAWAYS The performance of Advanced Micro Devices' latest AI chips is on par with Nvidia's current Blackwell chips, ...

AMD is grabbing share from Intel in x86 data center processors at a rapid rate. As the chart above shows, AMD’s share is now ...

The stock jumped nearly 4% in early trading after HSBC analyst Frank Lee flagged the strong pricing power of AMD's new MI350 ...

Every major economy that is not the United States or China, which has a disproportionate share of HPC national labs as well ...

AMD has outlined its strategy for powering agentic Ai workloads at scale, launching a new open rack-scale infrastructure and ...

Meta’s embrace of AMD’s MI300X makes AMD the prime second source to Nvidia as AI compute demand accelerates. Read why I rate ...

Scale-up fabrics connect accelerators (GPUs, AI processors) within a single rack or AI pod, prioritizing ultra-low latency ...

AMD secures a new patent for a multi-chiplet GPU using a 'Smart Switch' fueling rumors of a multi-chiplet consumer-focused ...

The company recently launched its MI350 family of data centre GPUs, following the successful ramp-up of its MI300 series. In ...