While Nvidia still controls the bulk of AI accelerator revenue, AMD is growing faster off a smaller base, winning incremental ...
Alibaba, the Chinese online retail and cloud computing giant, has emerged as one of China’s AI leaders this year, ...
From a product offering standpoint, Nvidia has owned the data center space since the artificial intelligence (AI) buildout began in 2023. Nvidia's technology stack, plus its leading software, made it ...
Is AMD fairly valued? Test your thesis with our free DCF calculator. Analyst Simon Leopold wrote in a note to clients tha ...
It's working with OpenAI to improve AMD's software, which controls its GPUs. AMD only needs to capture some market share to be a winning stock pick. But investors will also want to factor in the ...
Generally speaking, Nvidia’s DLSS technologies have provided better image quality than AMD’s FSR, but they have only been ...
Both chipmakers are set to benefit from the AI infrastructure boom. Nvidia is the leader in GPU market share with strong revenue growth. AMD has a big opportunity to take a larger share in the ...
Nvidia is reportedly preparing to start shipping H200s to China, and Advanced Micro Devices' AI chips have caught the eye of a major Chinese company.
China is a massive artificial intelligence market, and gaining access to it would be a huge win for AMD. Time will tell what the Trump Administration decides to do, but I'd expect resolution on this ...
Forbes contributors publish independent expert analyses and insights. From a stock price perspective, Nvidia is knocking it out of the park. Shares of Nvidia have run up more than 200% in the past ...
Nvidia's leadership in the AI chip market and its development of an entire suite of related products and services have helped ...
It’s been a long time since the best graphics cards offered by AMD and Nvidia were on the same level. For better or worse, Nvidia has been leading the charge for a few generations, and even when AMD ...