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AMD, Nvidia and AI
AMD Launches New Artificial Intelligence (AI) Chips: Should Nvidia Investors Be Worried?
AMD is trying to make a dent in the AI graphics card market, but will it be able to eat into Nvidia's market share?
US Weighs Capping Exports of AI Chips From Nvidia and AMD to Some Countries
Biden administration officials have discussed capping sales of advanced AI chips from Nvidia Corp. and other American companies on a country-specific basis, people familiar with the matter said.Subscribe to the Bloomberg Daybreak podcast on Apple,
White House considers expanding Nvidia and AMD’s AI chip export limits to additional countries
The Biden administration has privately discussed capping sales of advanced AI chips from Nvidia and AMD to certain Persian Gulf countries in the interest
US mulls capping Nvidia AI chips exports to some countries, Bloomberg News reports
U.S. officials have discussed limiting sales of advanced AI chips from Nvidia and other American companies on a country-specific basis, Bloomberg News reported on Monday, citing people familiar with the matter.
AMD says new AI chips will be out soon and can outperform Nvidia
Computer systems based on AMD’s MI325X processors will be available soon and have an edge over machines running Nvidia’s H100, CEO Lisa Su said at a company event in San Francisco on Thursday. The MI325X’s use of a new type of memory chip will give it better performance at running AI software — a process known as inference — she said.
Why Nvidia, AMD, Arm Holdings, and Other Artificial Intelligence (AI) Stocks Sank on Tuesday
Taiwan Semiconductor Manufacturing, also called TSMC, is the world's leading foundry, responsible for 62% of the world's semiconductors and an estimated 90% of the advanced processors used for AI. Any curbs on the sale of processors would trickle down to TSMC, crimping its revenue.
Nvidia, the AI chipmaker, just hit another record high
Nvidia shares hit a record high on Monday, closing at $138.07 as Wall Street anticipates earnings updates from Microsoft, Meta, Google and Amazon on their AI infrastructure spending. The stock’s climb has been stupefying — surging nearly 180% this year,
Nvidia Slips 5% After U.S. Considers New AI Chip Export Restrictions
Semiconductor stocks took a sharp hit on the New York Stock Exchange, with Nvidia, a leader in AI chips, seeing a nearly 5% drop.
AMD Looks to Challenge Nvidia With a New Chip. Can the Stock Be the Next Big AI Chip Winner?
The question is, can this new chip help AMD become the next big AI winner? Read More: Earn up to $845 cash back this year just by changing how you pay at Costco! Learn more here.
US mulls export caps on AI chips from Nvidia, AMD to some nations - report
The U.S. government officials have been in talks to cap sales of advanced AI chips from Nvidia (NASDAQ:NVDA) and other U.S. companies on a country-specific basis, Bloomberg News reported citing people with knowledge of the matter.
3h
on MSN
Cramer says the semiconductor sell-off shows AI chips are undervalued by investors
Tuesday's semiconductor sell-off that was triggered by a bad quarter from Dutch chip maker ASML dragged down Advanced Micro Devices, Broadcom and Nvidia.
2h
Nvidia is set to dominate another Big Tech earnings season
But Nvidia is still the hands-down star of the show this earnings season. Investors will be looking for signs of continued AI ...
2d
on MSN
Nvidia might be considering using sockets for its next AI mega GPUs but that's not going to happen with its GeForce graphics cards
The report in question comes from Trendforce (via Chiphell) which claims that for its next series of Blackwell AI chips, the ...
The Information
12h
Nvidia and TSMC’s Lucrative AI Alliance Shows Signs of Stress
The most successful and lucrative partnership in the artificial intelligence business is showing signs of strain. In March, ...
2d
on MSN
Nvidia Stock Hits Record Closing High on Growing Optimism About AI Demand
Nvidia shares climbed Monday, hitting an all-time closing high in the wake of bullish comments from Wall Street analysts.
1d
UAE AI Firm’s CEO Shrugs Off Possible Cap on Nvidia Chip Sales
The head of United Arab Emirates’ top artificial intelligence firm said additional US restrictions on semiconductor ...
13h
Nvidia: Beyond FOMO And Deep Into Intrinsic Value (Rating Upgrade)
NVIDIA Corporation's competitive edge in AI chips remains strong. Find out why I have upgraded NVDA stock from Hold to Strong ...
1d
AMD Unveils Instinct MI325X, Targets Nvidia's Dominance in AI Chip Market
Last week, Advanced Micro Devices ( AMD, Financial) announced its new AI chip, the Instinct MI325X, and has seemingly queued ...
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