Nvidia (NASDAQ:NVDA), AMD (NASDAQ:AMD) and several other semiconductor stocks were in focus on Tuesday as investment firm KeyBanc Capital Markets said its recent supply chain checks were "mixed ...

Nvidia's lead in AI inference workloads is shrinking as AMD has shown parity with a Nvidia ... new high-margin processors enter the product mix, continued lead in AI applications, and a ...

Ensuing cash flow growth has also been supportive of AMD’s increasing priority over AI investments to better its competitive positioning against Nvidia ... center revenue mix is nearing 50% ...

When speaking to systems integrators and others scaling up large compute systems, we hear a constant stream of complaints ...

AMD RDNA 4 leak ... leaker's sources indicate a somewhat mixed picture of sales, the RTX 4080 Super graphics card seems to be doing okay right out of the gate. NVIDIA's new GeForce 551.31 drivers ...

According to early rumors, Nvidia wasn’t supposed to be ready to launch the new graphics cards until 2025, so that kind of tracks. This would give AMD a major ... into the mix, and perhaps ...

The first official performance benchmarks for AMD's Instinct MI300X accelerator designed for data center and AI applications have surfaced. Compared to Nvidia's Hopper, the new chip secured mixed ...

Despite Nvidia's surge, shares of competitors AMD (AMD) and Intel (INTC) fell 4% and 4.5%, respectively. Taiwan Semiconductor (NYSE:TSM), which makes chips for Nvidia, AMD and others, rose ...

Our theme of Internet Infrastructure Stocks which includes companies that sell hardware and software for server processors, ...

Even with the promise of running games like Grand Theft Auto 6 better than any other console, the PS5 Pro does little to ...

The table below shows how the company’s annual revenue is divided between markets since 2017: Intel overtakes NVIDIA and AMD in terms of ... The founders envisaged their logo as an “all ...

AMD's acquisition of ZT Systems aims to enhance AI capabilities, potentially narrowing the gap with Nvidia. Analysts have mixed views on the deal's long-term impact, citing competitive challenges ...