Nvidia, AMD to Resume AI Chip Sales to China
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At 40x forward earnings, AMD & Nvidia seem similar. But Nvidia has 58% margins, 86% revenue growth & $43B in net cash, while AMD has lower margins & legacy businesses holding it back. AMD's valuation assumes victory,
Nvidia's GeForce RTX 5060 is a compelling, competitive GPU for 1080p and light 1440p play. The only caveat: Our overclocked Asus test model doesn't quite top AMD's slightly pricier 16GB Radeon RX 9060 XT for gaming.
China’s move to ease AI chip export rules offers relief for Nvidia and U.S. semiconductor giants. Here’s what it means Nvidia's future stock price outlook.
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.
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If you’re annoyed by just getting 8GB of video memory (VRAM) on your Nvidia RTX 5060 Ti, RTX 5060 or RTX 5050 GPU, there may be a fix coming. And just like a lot of Team Green’s work, it’s all about AI.
The tech giants said they can resume selling high-end semiconductors to China, in what appears to be a major about-face for the Trump administration.