Advanced Micro Devices, Inc. & Nvidia Corporation's are well-positioned to ride an upgraded growth outlook. Click to read more on why I prefer NVDA stock over AMD.

The federal government’s past restrictions on AI chip sales inside China were easily the biggest threat to American preeminence in the AI space.

Given that textures generally occupy half the VRAM in any given game session (or a good deal more), the benefits should translate to a sizable win for games where grabbing textures from outside the video memory becomes a chore that slows down everything.

AMD stock soars 8% after unveiling its powerful MI350 AI chips, signaling a bold challenge to Nvidias dominance in AI hardware. Backed by HSBCs upgrade and a price target boost to $200, AMD is finally stepping out of Nvidias shadow.

Nvidia Corporation remains a top AI infrastructure pick despite risks, and Advanced Micro Devices offers tactical opportunity. Click for more on AMD and NVDA.

Shares of Nvidia closed at a record $170.70 Tuesday following news the chipmaker expects to resume exports of its advanced H20 GPU to China.