However, trading at a lofty valuation of nearly 48x consensus FY2025 earnings, future gains could be harder to come by for Nvidia stock. In contrast, AMD presents a more compelling opportunity.

Could AMD be next year's Nvidia? I think so. Is Nvidia actually that far ahead of AMD? On the surface, it would appear obvious that Nvidia is miles ahead of AMD in the AI marathon. Over the last ...

Artificial intelligence (AI) has dramatically altered the value propositions of both Nvidia (NASDAQ: NVDA) and Advanced Micro ...

Here’s how it works. In October, Advanced Micro Devices (AMD) entered the market by unveiling its own AI chip aimed squarely at challenging Nvidia’s GPU monopoly. Since then, AMD has outlined ...

Ayar Labs Inc., which specializes in using light to transfer data between chips, scored investment from the three biggest US ...

Recent insights from Tech Fund reveal a widening disparity in R&D budgets between competing hardware makers AMD and Nvidia, a key factor in Nvidia's increasing market dominance. In that same mix ...

Leaked AMD Strix Halo benchmarks put this processor's integrated gaming GPU alongside the performance of the laptop Nvidia ...

Ayar Labs is making waves by shrinking fiber optic data transmission technology to the chip scale. Its flagship product, the TeraPHY optical I/O chiplet, delivers a ...

However, trading at a lofty valuation of nearly 48x consensus FY2025 earnings, future gains could be harder to come by for Nvidia stock. In contrast, AMD presents a more compelling opportunity.

So far, Nvidia has dominated the chip realm -- mostly due to a lack of competition. A look underneath the hood suggests that AMD is quietly gaining ground on Nvidia in the data center GPU market.

Critical yield struggles emerge TSMC initiated 40nm process mass production in 2008, soon securing major clients including Nvidia, AMD, and Altera. By mid-2009, however, reports of low yield rates ...