Whether it’s tariffs or some other reason, CPU makers seem to be pushing downward into cheaper alternatives, expanding their ...

Nvidia Corp. and Advanced Micro Devices Inc. plan to resume sales of some AI chips in China after securing Washington’s ...

AMD is expanding its Ryzen AI 300 series lineup of mobile processors with the quiet addition of a new entry-level model, the ...

Advanced Micro Devices, Inc.'s AI strategy and market momentum challenge Nvidia's dominance. Click for my updated look at how ...

The S&P 500 and Nasdaq Composite only gained 5% during the first half of the year, but some growth stocks look poised for a ...

Now there are three. AMD is adding the Ryzen AI 5 330 as a new mobile chip for lower-cost laptops and mini PCs. It still has an NPU that delivers up to 50 TOPS of AI performance, but it’s a ...

AMD and Nvidia are set to resume shipping AI chips, including the MI308 and H20, to China after the US Commerce Department ...

Nvidia’s scaled-down chip is called the H20. Introduced in 2023, it’s a slower version of the company’s H100 chip, which was ...

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 ...

AMD has confirmed it will restart shipments of its powerful MI308 AI chips to China, following a US government decision to ...

The US has cleared AMD and Nvidia to resume sales of AI chips to China, marking a major shift in tech trade policy. The move ...

We came across a bullish thesis on Advanced Micro Devices on Rebound Capital’s Substack. As of 5ᵗʰ July, Advanced Micro ...