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“While AMD has made significant progress, we view Nvidia hardware as generally ahead by 0.5-1 year, particularly in the ...
The AI data-center market has been moving toward “full stack” rack-scale solutions led by Nvidia. In March, AMD closed its ...
Shares of chip company Advanced Micro Devices and server maker Super Micro Computer tumbled in premarket trading on Wednesday ...
AMD CEO Lisa Su said the company's new MI355 AI chip is ramping production and directly competing with Nvidia's B200 and ...
AMD CEO Lisa Su said the company is making headway with U.S. regulators on export licenses for its MI308 AI chips to China.
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Microsoft shares surged so much after hours that the tech giant joined the $4 trillion market cap club.
Big Tech's billions of dollars in investments into AI data centers helped power Nvidia's massive growth over the past few years, but Wall Street is looking to see how much that spending is paying off.
NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks in the Spotlight Right Now. On July 22, Morgan Stanley reiterated ...
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