NVIDIA just reported revenue nearly eight times larger than AMD's AI hardware business, yet AMD shares have surged over 150% ...

The top threat for America's largest publicly traded company comes from within.

When Perplexity chose silicon for its AI coding stack, the decision exposed a fault line running beneath two blockbuster earnings reports and raised a question neither company wants asked out loud: is ...

Quick ReadAMD's HELIOS platform now matches or outperforms Nvidia's GB300 across several AI workload categories, a stunning ...

AI chip spending is projected to reach $1.6 trillion by 2030. Nvidia's market cap growth at 50% YES to be the largest company ...

Nvidia faces a stronger challenge from the law of large numbers.

Nvidia's leadership in AI chips is expected to continue. AMD is looking to make a comeback. Broadcom is taking a customized approach to AI computing. This trio of stocks has already delivered ...

Nvidia describes Vera as a CPU designed specifically for AI factories, where processors handle tasks surrounding AI models, ...

Vera CPU after tests show 1.5x performance gains over Intel and AMD. Nvidia targets $20B in CPU sales. Stock rated Strong Buy ...

AMD's stock has run up because of valuation, not business results.

AMD claims the per-rack performance of its new chips could be more than three times higher than Vera's. This just gets me ...

US regulators cleared ZTE and Maginfra to buy Nvidia H200 chips, while a Kingsoft Cloud subsidiary received approval for AMD ...