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AI, AMD and Nvidia

The Motley Fool on MSN · 2d

AMD Launches New Artificial Intelligence (AI) Chips: Should Nvidia Investors Be Worried?

AMD is trying to make a dent in the AI graphics card market, but will it be able to eat into Nvidia's market share?

AMD Launches MI325 AI Accelerator To Challenge Nvidia. Stock Fell 4.5%

AMD continues to make excellent progress on the hardware and software front for advancing AI. However, AMD’s performance claims are unrealistic since they again did not use Nvidia’s optimization software. Nonetheless, the MI325 is fast and boasts a huge amount of HBM3E (288GB).

Bloomberg on MSN · 4d

AMD says new AI chips will be out soon and can outperform Nvidia

Computer systems based on AMD’s MI325X processors will be available soon and have an edge over machines running Nvidia’s H100, CEO Lisa Su said at a company event in San Francisco on Thursday. The MI325X’s use of a new type of memory chip will give it better performance at running AI software — a process known as inference — she said.

Business Insider · 1h

What the roller-coaster earnings at ASML and TSMC tell us about demand for AI chips

TSMC's blockbuster results should be a welcome surprise to investors after ASML's earnings sent semiconductor stocks tumbling earlier this week.

Barron's on MSN · 1d

TSMC Stock Gains on Earnings Beat. AI Chip Demand Is Surging.

It’s a sign of strong demand for artificial-intelligence chips. Taiwan Semi, or TSMC, said revenue in U.S. dollars in the third quarter jumped 36% from a year earlier to $23.5 billion. Net profit rose 54% on the year to the equivalent of $10.

invezz on MSN · 1d

TSMC Q3 earnings beat forecast with AI chip demand driving growth

Taiwan Semiconductor Manufacturing Co. (TSMC), a key supplier to Nvidia and Apple, posted a 54% increase in Q3 net profit, surpassing expectations as surging demand for artificial intelligence (AI) chips offset weakness in the mobile industry.

6h

AMD's Gains Lagged Nvidia. Will A Strong Q3 Reverse This?

See our analysis of Advanced Micro Devices Earnings Preview for a closer look at what to expect when the company publishes ...

6don MSN

AMD Advancing AI 2024 event shows that the AI PC is making progress, but still needs time to cook

This week in San Francisco, AMD hosted its Advancing AI 2024 event for press, vendors, and industry analysts. Announcements ...

1d

AMD: AI And Data Centers Lead The Charge (Rating Upgrade)

AMD's data center segment saw a 115% YoY revenue surge, driven by Instinct MI300 GPUs and EPYC CPUs, positioning it well for ...

7d

AMD sees next AI chip in mass production later this year

Advanced Micro Devices said on Thursday it plans to start mass production of a new version of its artificial-intelligence ...

1don MSN

AMD debuts new Pensando chips and networking technology to advance AI performance

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4don MSN

AMD’s AI punches are landing where it counts — against Nvidia

AMD pointed to growing momentum around its Instinct MI300X data-center AI chip and announced the MI325X, expected to begin ...

23h

AMD’s AI networking solutions aim to enhance performance and scalability in AI environments

AMD’s next-gen networking solutions represent a step toward more efficient and scalable AI infrastructures. Still, their long ...

Intel and AMD Form x86 Alliance With Industry Partners

Intel and AMD have joined forces to form an industry alliance for the x86 ISA, which is probably something nobody had on ...

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