When OpenAI released ChatGPT in 2022, companies started spending billions on GPUs to train AI models. Nvidia led the market for graphics processing units (GPUs), so it was the right company at the right time to deliver monster returns to investors.
We recently published a list of 10 AI News You Should Take a Look At. In this article, we are going to take a look at where Advanced Micro Devices, Inc. (NASDAQ:AMD) stands against other AI news you should take a look at.
Advanced Micro Devices (NASDAQ:AMD) fared better than most chipmakers during the tech sector rout on Monday. Where Nvidia (NASDAQ:NVDA) was crushed by 17%, losing $590 billion in the process, and Broadcom (NASDAQ:AVGO) plunged by a similar percentage,
Wall Street forecasts Advanced Micro Devices will report revenue of $7.53 billion for Q4, up 22% year-over-year, in-line with management guidance of $7.5 billion, plus or minus $300 million. Earnings of $1.09 per share, a 41.5% increase, are expected.
In addition, while Nvidia has a comprehensive software ecosystem named CUDA, this is more focused on training utilizing high-performance graphics processing units like the H100. Inference workloads will be less reliant on CUDA, so AMD has an opportunity to compete with its open-source ROCm stack and cost-efficient solutions.
Advantest Corp. raised its annual forecast above analyst estimates on strong demand for chip testers, a move that may allay concerns that Chinese startup DeepSeek’s rise would dampen big artificial intelligence-related spending.
Advanced Micro Devices (AMD -6.37%) has been a top performer in the semiconductor industry over the last decade. The fabless chip stock has grabbed market share from Intel PCs and
Like Nvidia, Advanced Micro Devices is investing to build its data center AI solutions capabilities, which is leading to a promising product up-scaling opportunity for the chip company ...
Our expert who first called NVIDIA in 2009 is predicting 2025 will see a historic AI breakthrough.
Meta Platforms CEO Mark Zuckerberg revealed plans to build a massive artificial intelligence data center, but Nvidia dipped slightly. Read more here.
"The real money in AI is providing the chips for the data centers from the likes of (Nvidia), Advanced Micro Devices (AMD.O), opens new tab and Broadcom," said Morgan. "Overall, I view the AI tech ...
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