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AMD is grabbing share from Intel in x86 data center processors at a rapid rate. As the chart above shows, AMD’s share is now ...
Nvidia has encountered a new hardware problem with its much-anticipated N1x Arm CPU, and this time it is a major one. According to multiple industry sources ...
We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...
Nvidia recently announced that its forthcoming N1 and N1X processors—geared toward laptops and desktops, respectively—will no longer arrive in early 2026 as planned.
The European Union cannot practically declare its independence from Nvidia GPUs any more than any other nation can at this point. It is just too difficult ...
By training Claude Opus 4 entirely on its own chips, Amazon may be hinting that the AI race isn’t exclusive to NVIDIA’s ...
By training Claude Opus 4 entirely on its own chips, Amazon is proving the AI race isn’t exclusive to NVIDIA’s hardware.
Intel’s CEO Lip-Bu Tan told employees that he doesn’t consider Intel to be among the leading chip companies, a stark contrast ...
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Trending AI Stocks on Wall Street. On July 10, Goldman Sachs analyst ...
Intel CEO admits defeat in the AI race, revealing the company is no longer a top 10 semiconductor firm, layoffs continue amid ...
With AWS, it deployed In-Row Heat Exchangers (IRHX), a custom-built liquid cooling system designed specifically for servers ...
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 Best Semiconductor Stocks to Buy According to Reddit.