Nvidia commands extraordinary margins, growth, and a dominant AI ecosystem, but its valuation assumes improbable long-term market leadership. I prefer Advanced Micro Devices over NVDA, as AMD only ...

AMD just revealed the Ryzen 9950X3D2 Dual Edition desktop processor, which is a beastly follow-up to last year's 9950X3D. This is the company's first desktop processor where both chiplets have been ...

Market data from analyst IDC has shown that SuperMicro has leapfrogged established server makers Lenovo and HPE as the second-largest PC server maker behind Dell. SuperMicro experienced growth of ...

Software King of the World, Microsoft, has confirmed a custom AMD SoC will be doing the grunt work in its Project Helix. For those who came in late, Helix runs console and PC games. The fresh bait is ...

NVIDIA vs AMD remains the defining competition in 2026 as Blackwell RTX 5090 delivers 70 PFLOPS FP4 inference while AMD RDNA 5 RX 9070 XT achieves 20 PFLOPS FP8 training at 40% lower price. Graphics ...

In the release, the Freehold, N.J.-based company said its AI-focused subsidiary, Avalon Quantum AI LLC, has been accepted into the AMD AI Developer Program, giving it access to AMD Developer Cloud ...

Advanced Micro Devices said Tuesday it has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms over five years in a deal that allows the Facebook owner to ...

Meta Platforms Inc. will deploy 6 gigawatts’ worth of data center gear based on processors from Advanced Micro Devices Inc., a blockbuster deal that marks a win for the chipmaker’s attempts to catch ...

Meta plans to purchase potentially up to $100 billion worth of AMD chips, enough to drive roughly six gigawatts of data center power demand, the companies announced Tuesday. As part of the multiyear ...

AMD's data center growth is accelerating. Management sees a long-term growth rate of 60% from this important segment. With that kind of sell-off going on, investors need to determine if the price drop ...

Like many tech stocks so far in 2026, Advanced Micro Devices (NASDAQ: AMD) has hit a rough patch. The stock entered the year priced around $210, then quickly rocketed up to more than $250 by the end ...

AMD forecasts $9.8 billion Q1 revenue, 5% sequential decline AI chip sales to China included in forecast, boosting revenue Analysts worry about customer concentration, potential poaching by Nvidia The ...