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's Q1 FY2026 revenue surged to $44.1 billion, a testament to the massive scale of Blackwell deployments. However, the market has already shifted focus to the Vera Rubin architecture. Unveiled at ...

Whenever Vamsi Boppana, senior vice president of AI at the chip giant AMD, gives CEO Lisa Su an update on the progress of the company’s software efforts, she always has the same response: “Great job.

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. AMD performed well on the Llama2-70B single node submission, +/- 10% of the Nvidia B300 GPU.

The gap is no longer purely silicon-based ...

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 ...

Advanced Micro Devices is rapidly gaining share in the AI accelerator market, with 2024 data center revenue nearly doubling to $12.6B. The MI350 series, launching mid-2025 with 35x inference ...

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 ...

While the eyes of the tech world were firmly affixed on Nvidia last week for its GTC event and the unveiling of its new Groq language processing unit (LPU), its big rival doesn’t look to be sitting ...

Nvidia (NVDA) reported Q1 FY2026 revenue of $44.1B (+262% YoY) with data center revenue hitting $37.8B (+427% YoY), while AMD (AMD) posted Q1 2026 data center revenue of $5.8B (+57% YoY) driven by ...