From a product offering standpoint, Nvidia has owned the data center space since the artificial intelligence (AI) buildout began in 2023. Nvidia's technology stack, plus its leading software, made it ...

As we head into 2026, Nvidia ($NVDA) and Advanced Micro Devices ($AMD) remain two of the most closely watched names in the AI ...

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 ...

With 120 and 125 teraFLOPS of BF16 grunt respectively, the Spark roughly matches AMD's Radeon Pro W7900, while achieving a roughly 2.5x lead over the Strix Halo-based G1a, which in our testing ...

Whenever Vamsi Boppana, senior vice president of AI at the chip giant AMD, gives CEO Lisa Su an update on the progress of the company’s software efforts, she always has the same response: “Great job.

Advanced Micro Devices, Inc. is making significant strides in software development with its ROCm stack and AI capabilities, aiming to close the gap with Nvidia's CUDA. Its acquisition of Silo AI ...

Nvidia's stock is also cheaper than AMD's from a forward price-to-earnings (P/E) basis, trading at 24 times next year's analyst estimates, compared to 34 times for AMD. It has also had the faster ...

AMD launched the latest version of its ROCm AI software stack last week, putting it in a better position to compete with Nvidia for AI hardware customers. Although the performance of AI chips is a key ...

Nvidia Corporation dominates AI datacenter GPU sales, but AMD is rapidly enhancing its software and hardware capabilities to capture market share, recommending a Strong Buy on AMD. AMD's acquisitions ...

Nvidia designs semiconductors for use in AI, gaming, autonomous vehicles, robotics, 5G networks and data centers. While chip sales drive revenue, the company also supports a full platform of related ...

Even with new export controls cutting off a vital market in China, demand for advanced chips used to power artificial intelligence (AI) infrastructure remains high. While there is a growing market for ...