AMD launched the latest version of its ROCm AI software stack last week, putting it in a better position to compete with Nvidia for AI hardware customers. Although the performance of AI chips is a key ...
Advanced Micro Devices (NASDAQ:AMD) has rapidly caught up in the artificial intelligence space after lagging behind for years. Once focused mainly on CPUs and consumer GPUs, the company shifted gears ...
AMD (Nasdaq:AMD) has acquired AI software startup Brium, in a move potentially aimed at challenging Nvidia’s dominance in AI software and strengthening support for machine learning workloads on AMD ...
Advanced Micro Devices (AMD) delivered strong Q3’25 results, with 36% YoY revenue growth and robust performance in Data Center, Client, and Gaming segments. AMD’s Data Center segment remains the ...
As the AI arms race intensifies and the costs of vendor lock-in rise, a new class of challengers is stepping into the ring to loosen Nvidia’s grip on AI computing. Legacy tech companies such as AMD ...
Nvidia is the GPU market leader that has created a wide moat through its CUDA software program. However, as the market shifts towards AI inference, AMD could have the potential to take market share.
These chip designers have been great investment options.
AMD (AMD) targets $100B in data center revenue by 2030 with a 35% compound annual growth rate. AMD’s platform success depends on closing the software gap between its ROCm and Nvidia’s CUDA. AMD holds ...