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 ...

Nvidia and AMD are entering into a period of intense competition. Nvidia went after AMD’s business with a partnership with Intel in September. AMD is hitting back with an OpenAI partnership to ...

AMD stock has beaten NVDA so far this year, a trend that I (and several others) predict will continue in the new year. AMD’s partnerships and MI400 line could be what helps it keep momentum going ...

AMD, Advanced Micro Devices saw a 23.71% surge in its share price this week, driven by a high-profile partnership with OpenAI that could fundamentally reshape the competitive landscape in AI computing ...

In a significant challenge to Nvidia’s dominance, OpenAI announced Monday it would buy 6 gigawatts of computing power from data centers that will run exclusively on AMD chips. Nvidia (NVDA) has become ...

Both chipmakers are set to benefit from the AI infrastructure boom. Nvidia is the leader in GPU market share with strong revenue growth. AMD has a big opportunity to take a larger share in the ...

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 ...

Advanced Micro Devices, Inc. is rated Strong Buy due to significant upside potential as it gains AI chip market share from Nvidia. Nvidia’s the poster-child for today’s fear, greed and hype in ...

Nvidia told investors back in August that its October-quarter revenue would hit $54 billion — a jaw-dropping 54% jump from last year. This isn't just acceleration; it's escape velocity. AMD, by ...

Forbes contributors publish independent expert analyses and insights. Marco Chiappetta is a technologist who covers semiconductors and AI. Over the last few days, the U.S. Department of Energy (DOE) ...