It's working with OpenAI to improve AMD's software, which controls its GPUs. AMD only needs to capture some market share to be a winning stock pick. But investors will also want to factor in the ...

The GPU market has been growing rapidly. Nvidia's CUDA software platform has been a key advantage supporting the company's dominance in the GPU niche. The outlook for the GPU market continues to look ...

Whenever Vamsi Boppana, senior vice president of AI at the chip giant AMD, gives CEO Lisa Su an update on the progress of the company’s software efforts, she always has the same response: “Great job.

Nvidia controls an estimated 80% of the AI accelerator market. Existing infrastructure and software reinforce Nvidia's dominance. Despite competitive challenges, AMD has earned business from key ...

Both stocks should benefit from increasing AI infrastructure spending.

Nvidia's leadership in AI chips is expected to continue. AMD is looking to make a comeback. Broadcom is taking a customized approach to AI computing. This trio of stocks has already delivered ...

Investors have been on a treasure hunt lately, seeking tech companies poised to benefit from massive AI disruption, but no ...

AMD’s Helios platform matches Nvidia’s NVL72 system with 72 MI455X chips delivering 3 AI exaflops per rack. AMD’s MI500 series targets 1,000x performance gain over MI300X by 2027 using 2nm process and ...

Editor's take: In the ever-evolving world of GenAI, important advances are happening across chips, software, models, networking, and systems that combine all these elements. That's what makes it so ...