While Nvidia still controls the bulk of AI accelerator revenue, AMD is growing faster off a smaller base, winning incremental ...
Recent reports pointing to a possible restart of GPU sales to China have raised questions about how much lost revenue Nvidia ...
Furthermore, Nvidia has struggled to keep up with demand, and AMD has traditionally sold its competing product at a lower cost. This gives companies all the more reason to consider AMD over Nvidia.
Is AMD fairly valued? Test your thesis with our free DCF calculator. Analyst Simon Leopold wrote in a note to clients tha ...
From a product offering standpoint, Nvidia has owned the data center space since the artificial intelligence (AI) buildout ...
The new 'Redstone" AI upscaler makes PC games look better, but it would be truly spectacular on consoles or handhelds.
Recent reports around a potential resumption of GPU sales to China have reopened the debate over how much upside U.S. chipmakers Nvidia and AMD could see if export approvals materialize.
Nvidia's leadership in the AI chip market and its development of an entire suite of related products and services have helped ...
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 is reportedly preparing to start shipping H200s to China, and Advanced Micro Devices' AI chips have caught the eye of a major Chinese company.
Forbes contributors publish independent expert analyses and insights. From a stock price perspective, Nvidia is knocking it out of the park. Shares of Nvidia have run up more than 200% in the past ...
It’s been a long time since the best graphics cards offered by AMD and Nvidia were on the same level. For better or worse, Nvidia has been leading the charge for a few generations, and even when AMD ...