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 ...

Nvidia and AMD are entering into a period of intense competition. Nvidia went after AMD’s business with a partnership with Intel in September. AMD is hitting back with an OpenAI partnership to ...

AMD's big agreement this week with OpenAI gives the chipmaker a chance to cut into Nvidia's dominance in the AI market. "Right now, Nvidia almost has a monopoly," said Mandeep Singh, senior analyst at ...

Wall Street analysts are currently evaluating Nvidia, AMD, and Broadcom as the leading AI chip stocks, each vying for the top spot in terms of performance and potential. Nvidia continues to dominate ...

AMD stock has beaten NVDA so far this year, a trend that I (and several others) predict will continue in the new year. AMD’s partnerships and MI400 line could be what helps it keep momentum going ...

In a significant challenge to Nvidia’s dominance, OpenAI announced Monday it would buy 6 gigawatts of computing power from data centers that will run exclusively on AMD chips. Nvidia (NVDA) has become ...

Nvidia CEO Jensen Huang said he's surprised AMD offered 10% of itself to OpenAI as part of a multibillion-dollar partnership announced earlier this week. The deal includes a warrant for OpenAI to buy ...

Nvidia controls an estimated 80% of the AI accelerator market. Existing infrastructure and software reinforce Nvidia's dominance. Despite competitive challenges, AMD has earned business from key ...

The rise of AI has given new businesses, such as Groq, a chance to challenge established players. Groq created the language processing unit, a product specifically for AI inference. Nvidia and AMD are ...