Nvidia, Alphabet, AMD secure 85% of 2027 HBM supply
The dominance of Nvidia, Alphabet, and AMD in HBM supply could exacerbate tech inequality, impacting innovation and consumer electronics costs. The po...
4h agoopen_in_new
Amd (AMD) — News
74 articles · updated every 3 minutes
Bitcoin Climbs as AI Slowdown Calls Sink Nvidia, Intel and Other Chip Stocks
AI CEOs want the industry to pump the brakes on capability gains. Nvidia, Intel, and AMD didn't like the sound of that. Bitcoin didn't seem to mind.
3d agoopen_in_new
AMD and Intel’s AI Compute Extensions integrated into GCC, setting stage for x86 AI acceleration
The collaboration between AMD and Intel on AI Compute Extensions could redefine x86's role in AI, enhancing competitiveness against Arm-based designs....
5d agoopen_in_new
Elon Musk commits SpaceX exclusively to Nvidia hardware, sending AMD shares tumbling
SpaceX's exclusive Nvidia partnership highlights the growing strategic importance of AI infrastructure, impacting semiconductor market dynamics. The p...
5d agoopen_in_new
AMD raises 2030 market outlook to $3T as AI investment cycle accelerates
AMD's optimistic market outlook highlights the transformative potential of AI investments, signaling intensified competition and innovation in tech. T...
6d agoopen_in_new
AMD expands into rack-scale AI as CPU demand rises
AMD's expansion into rack-scale AI could reshape the server CPU market, driving significant growth and innovation in AI infrastructure. The post AMD e...
Sep 11open_in_new
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AMD and Nvidia face unprecedented valuation split amid AI market dynamics
The valuation gap highlights the market's preference for established dominance over emerging potential, impacting investment strategies in AI. The pos...
Sep 9open_in_new
AMD stock surges past $500 as AI infrastructure boom lifts semiconductor sector
The AI infrastructure boom signals sustained growth potential for the semiconductor sector, with AMD's rise highlighting competitive dynamics. The pos...
Sep 8open_in_new
AMD unveils personal supercomputer for AI-driven computing
AMD's new AI-focused supercomputer could reshape local AI computing, challenging cloud reliance and Nvidia's dominance in high-end workstations. The p...
Sep 8open_in_new
AMD can match Nvidia performance with software optimization, says Wafer AI CEO
Software optimization could disrupt Nvidia's dominance, potentially reshaping the GPU market by enhancing AMD's competitive edge and cost-effectivenes...
Sep 1open_in_new
AMD, Cisco and HUMAIN launch AI infrastructure in Saudi Arabia, target 1 GW by 2030
This venture positions Saudi Arabia as a key player in global AI, potentially reshaping regional tech landscapes and economic dynamics. The post AMD, ...
Aug 31open_in_new
Nvidia expects CPU revenue to more than double in fiscal 28
Nvidia's CPU growth could reshape the AI hardware market, challenging Intel and AMD while enhancing integrated AI system efficiency. The post Nvidia e...
Aug 26open_in_new
Intel, AMD, Micron surge on report of government cash support
Government equity stakes in chipmakers could reshape US semiconductor industry dynamics, aligning public interests with corporate success. The post In...
Aug 26open_in_new
Nvidia’s Vera CPU outpaces AMD EPYC 9655P in Linux kernel compilation at Hot Chips 2026
Nvidia's advancements in agentic AI hardware could redefine competitive dynamics, challenging existing CPU leaders and expanding AI's reach. The post ...
Aug 25open_in_new
Raymond James upgrades AMD to Strong Buy, sees path to challenging Intel’s CPU dominance
AMD's strategic positioning in the expanding server CPU market could significantly alter competitive dynamics, challenging Intel's long-standing domin...
Aug 25open_in_new
Bridgewater dumps 27% of its Nvidia stake and loads up on AMD in AI chip portfolio shuffle
Bridgewater's portfolio shift highlights the evolving competitive landscape in AI chips, emphasizing strategic diversification amid market dynamics. T...
Aug 25open_in_new
Raymond James upgrades AMD to Strong Buy with $641 price target on AI datacenter momentum
AMD's AI-driven growth could reshape the semiconductor landscape, challenging competitors and potentially redefining market dynamics. The post Raymond...
Aug 25open_in_new
AMD invests over $10B in Taiwan for advanced chip packaging with TSMC
AMD's investment in Taiwan strengthens its competitive edge in AI infrastructure, diversifies supply chains, and enhances geopolitical ties. The post ...
Aug 23open_in_new
AMD bets on affordable AI chips amid financing challenges
AMD's focus on specialized AI chips could disrupt the market by offering cost-effective solutions, but risks arise from limited model flexibility. The...
Aug 20open_in_new
ARK Invest sells $2M in AMD, buys $8M in Cerebras shares
ARK's strategic shift towards Cerebras highlights a growing confidence in AI chip innovation, potentially reshaping semiconductor investment trends. T...
Aug 19open_in_new
ARK Invest trims AMD again and boosts its Cerebras bet
ARK's strategic shift towards Cerebras highlights a growing confidence in AI chip innovation, potentially reshaping semiconductor investment trends. T...
Aug 19open_in_new
AMD reports 3.3 million Class A share stake in SpaceX
AMD's SpaceX stake highlights the strategic interplay between aerospace and computing, amid shifting tech alliances impacting market dynamics. The pos...
Aug 14open_in_new
AMD plans its largest-ever bond sale to raise up to $5B
AMD's bond sale highlights tech's strategic shift towards AI investments, potentially reshaping competitive dynamics in high-performance computing. Th...
Aug 13open_in_new
Cerebras CEO cites enormous demand for AMD joint product
The AMD-Cerebras partnership could redefine AI processing efficiency, enhancing real-time applications and expanding market influence. The post Cerebr...
Aug 13open_in_new
AMD files shelf registration for debt securities as chipmaker eyes growth capital
AMD's strategic move to secure growth capital through debt securities could enhance its competitive edge and fuel innovation in the tech sector. The p...
Aug 13open_in_new
Intel, AMD fix over 80 vulnerabilities in latest Patch Tuesday
The extensive patching underscores the ongoing challenge of securing hardware, highlighting the critical need for proactive vulnerability management. ...
Aug 12open_in_new
AMD projects explosive data center growth driven by AI inference by 2027
AMD's AI-driven data center growth could reshape market dynamics, challenging Nvidia's dominance and highlighting supply chain vulnerabilities. The po...
Aug 11open_in_new
Synopsys unveils agentic AI chip design tools backed by Microsoft and AMD
Synopsys' AI-driven chip design tools could revolutionize the industry by significantly reducing development time and enhancing design efficiency. The...
Aug 10open_in_new
Core Scientific shareholders reject $9B sale amid AMD partnership
Core Scientific's AMD partnership highlights strategic autonomy and potential growth in AI infrastructure, outweighing the rejected acquisition. The p...
Aug 9open_in_new
AMD stock falls despite strong earnings report amid investor concerns
Investor skepticism over AMD's high capital expenditures and competitive pressures may overshadow strong earnings, affecting future stock performance....
Aug 5open_in_new