AMD is the 'Rook' of the AI ecosystem, dominating AI and data centers, PCs and Laptops, Embedded systems, and networking.

AMD says its #1 priority is AI which means that NVDA's market is square in its sights. We saw what AMD did to mighty INTC, they have a good chance to at least take a good chunk of the market.

Some analysts have questioned the timetable for AMD’s AI revenue opportunities, but a Benchmark analyst is upbeat about the long-term potential. Published: Aug. 3, 2023 at 3:27 p.m. ET.

Key Points Super Micro Computer is an affordable way to bet on the AI infrastructure opportunity. AMD's diversified business ...

AMD says that it is partnering with multiple AI giants such as Meta Platforms, Microsoft, Oracle, OpenAI, and xAI, among ...

Advanced Micro Devices (NASDAQ:AMD) stock has emerged as Nvidia’s (NASDAQ:NVDA) main AI market. The focus shifts to how this will affect Nvidia’s market share. Meta (NASDAQ:META) and Microsoft ...

Product and Market Analysis. AMD's data center GPU business, particularly its MI300 product family, has been a standout performer. The company raised its 2024 revenue forecast for this segment ...

David Tepper is one of the most successful investment managers on Wall Street. His Appaloosa Management hedge fund has ...