David Tepper’s Appaloosa Management trimmed NVIDIA (NASDAQ:NVDA) by roughly 13% of shares and cut AMD (NASDAQ:AMD) by roughly ...
Four billionaire portfolio managers who almost never end up on the same side of a trade quietly converged on Taiwan ...
AMD may have caught up in performance, but Team Green's got features that still have no equal ...
NVIDIA (NASDAQ:NVDA) and AMD (NASDAQ:AMD) both reported earnings in May, and the contrast says everything about today’s AI ...
Vera CPU opens a brand-new $200 billion TAM for Nvidia, a market we have never addressed before. Every major hyperscale and system maker is partnering with us to get it deployed. We have visibility to ...
Advanced Micro Devices (AMD) targets Nvidia’s AI model with local AI PCs, enterprise infrastructure, memory tech, and ...
Moore's Law is Dead leaks AMD RDNA 5 Radeon GPU launch for mid-2027, with flagship RX 10900 XT targeting RTX 6090 performance ...
AI demand is accelerating as Nvidia Blackwell leads GPUs, AMD ramps Helios, Arm wins ByteDance/Oracle, and Marvell shines.
Quick ReadAmazon's custom chip business already generates ~$50 billion annually and may soon sell Trainium processors to ...
Bernstein’s latest AMD call highlights a broader AI hardware shift that could strengthen AMD’s data-center growth case ...