We came across a bullish thesis on Advanced Micro Devices, Inc. on Phaetrix Investing’s Substack by Phaetrix. In this article ...
The debate around Nvidia and the AI sector as a whole continues to revolve around whether seemingly circular deals, such as ...
Ray Wang, Constellation Research founder and chairman, said in a latest program on CNBC that Nvidia’s latest $5 billion ...
Nvidia and Advanced Micro Devices supply some of the world's most sought-after graphics processing units (GPUs) for data centers, which are the primary chips used in artificial in ...
For investors, the message is simple: Nvidia is committing up to $100 billion in staged capital and hardware to OpenAI's ...
AMD and Nvidia are two top chipmakers with tremendous growth opportunities in artificial intelligence. Nvidia is the undisputed leader today, but AMD is trying to bridge the gap with its latest chips.
Intel surges as the U.S. government and Nvidia take stakes, fueling optimism in AI, data centers, and autonomous tech.
AMD and Marvell are both currently in the shadows of Nvidia and Broadcom. However, AMD has a nice opportunity as the AI ...
Though it's involved in the artificial intelligence trend, the chip designer has not been delivering stellar performances in ...
Robert Schein, CIO of Blanke Schein Wealth Management, said in a program on CNBC in late July that AMD will give Nvidia a ...
Some investors reacted strongly—and quickly—to Nvidia's $5 billion investment in Intel, fearing stiffer competition for Arm ...