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AI, AMD and Nvidia
AMD Launches New Artificial Intelligence (AI) Chips: Should Nvidia Investors Be Worried?
AMD is trying to make a dent in the AI graphics card market, but will it be able to eat into Nvidia's market share?
AMD Launches MI325 AI Accelerator To Challenge Nvidia. Stock Fell 4.5%
AMD continues to make excellent progress on the hardware and software front for advancing AI. However, AMD’s performance claims are unrealistic since they again did not use Nvidia’s optimization software. Nonetheless, the MI325 is fast and boasts a huge amount of HBM3E (288GB).
AMD says new AI chips will be out soon and can outperform Nvidia
Computer systems based on AMD’s MI325X processors will be available soon and have an edge over machines running Nvidia’s H100, CEO Lisa Su said at a company event in San Francisco on Thursday. The MI325X’s use of a new type of memory chip will give it better performance at running AI software — a process known as inference — she said.
2m
AMD’s AI networking solutions aim to enhance performance and scalability in AI environments
AMD’s next-gen networking solutions represent a step toward more efficient and scalable AI infrastructures. Still, their long ...
2d
on MSN
White House considers expanding Nvidia’s and AMD’s AI chip export limits to additional countries
The Biden administration has privately discussed capping sales of advanced AI chips from Nvidia and AMD to certain Persian ...
2h
Nvidia's Blackwell Can't Defy Gravity: A Major Decline Is Coming
Analysis of Nvidia Corporation's strategic moves in AI technology market, predicting revenue contraction in 3–5 years. Click ...
2h
on MSN
What the roller coaster earnings at ASML and TSMC tell us about demand for AI chips
TSMC's blockbuster results will be a welcome surprise to investors after ASML's earnings sent semiconductor stocks tumbling ...
6h
US chip stocks rise as TSMC’s strong AI chip forecast boosts investor optimism
US chip stocks rise following TSMC's strong AI chip sales forecast, with Nvidia, AMD, and others benefiting from renewed ...
1d
Nvidia: Beyond FOMO And Deep Into Intrinsic Value (Rating Upgrade)
NVIDIA Corporation's competitive edge in AI chips remains strong. Find out why I have upgraded NVDA stock from Hold to Strong ...
6d
Weekly AI Recap: AMD ups the competition against Nvidia & Nobel Prizes for AI
At a tech event in Taiwan on Thursday, Advanced Micro Devices (AMD) revealed the Instinct MI325X, a new GPU intended to rival ...
5h
on MSN
Nvidia’s stock tracks toward record as TSMC sees AI chip market still booming
All members of the PHLX Semiconductor Index were in positive territory Thursday as TSMC offered upbeat commentary on the ...
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