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 ...

What To Know: According to MLex, Alibaba is considering an order of between 40,000 and 50,000 units of AMD’s MI308 AI accelerators. This development serves as a potent counter-narrative to the bearish ...

As we head into 2026, there are no signs that the boom in artificial intelligence (AI) infrastructure is slowing down. In fact, it only looks like it is ramping up. The biggest bull case for Nvidia to ...

The takeaway: Those with AMD CPUs or GPUs who notice that the company's graphics and chipset drivers access internal storage drives hundreds of times within a short period likely have nothing to worry ...

NVIDIA may garner the lion's share of AI news, but AMD has its own selection of extremely potent AI processors, and it has been making rapid progress on both the hardware and software fronts in recent ...

Su told investors that, "from everything that we see, we see the AI compute TAM just going up," hinting at a faster expansion than even AMD's bullish forecasts. The new outlook reflects surging demand ...

AMD (Nasdaq: AMD) reports Q3 earnings after market close with Wall Street expecting $8.75B revenue and $1.17 EPS. Shares of AMD are up 110% year-to-date as the company has signed lucrative contracts ...

Apparently not content with the huge strides it's made in the standard gaming CPU market, AMD is reportedly already shipping test kit for a new lineup of Arm CPUs with integrated GPUs. Tying in with ...

After AMD and OpenAI announced an expanded partnership on Monday, the chatter immediately turned to the unusual way OpenAI would pay for its AMD purchases. It will use AMD’s own stock to do so. To ...

AMD just won the biggest AI deal in the company’s history, with OpenAI entering a definitive agreement to deploy 6 gigawatts of AMD GPUs, with the first gigawatt of capacity powered by AMD Instinct ...

AMD and OpenAI have announced a massive multi-year deal for AI GPUs. Exactly how many GPUs AMD will sell to OpenAI isn't clear, but the announcement says that if the arrangement comes fully to ...

ROCm's performance in high-performance computing and open-source flexibility suggest Advanced Micro Devices, Inc.'s software is undervalued versus Nvidia's CUDA, especially for large enterprise ...