The AI chipmaking leader will stay ahead of the resilient underdog.

Broadcom and AMD both posted explosive AI growth and both have hyperscalers locked in as customers, but only one makes a convincing case for actually unseating Nvidia as the king of AI compute.

A new benchmark built from real coding-agent sessions gives Nvidia a major cost-efficiency advantage over AMD—and suggests software, not just chips, is widening the gap.

Broadcom's custom AI chips are becoming more popular with AI hyperscalers.

Nvidia just posted numbers that suggest an unbreakable grip on AI infrastructure, yet AMD's biggest customers are quietly placing gigawatt-scale bets on a rival platform. What that split reveals about who actually controls the next buildout cycle matters far more than the revenue gap.

According to known insider and leaker, AMD is developing its own version of DLSS 5 Neural Rendering for its next-gen gaming hardware.

Halo pairs Ryzen AI Max+ hardware with validated tools and guided setup, giving developers an easier way to build and run AI locally.

AMD stock gains 2% after Piper Sandler reiterates Overweight. Demand remains ahead of supply across AMD’s product portfolio. BofA expects the semiconductor market to nearly double by 2030. AMD stock gained 2% on Tuesday after Piper Sandler reiterated its Overweight rating on Advanced Micro Devices Inc. and maintained a $600 price target.

Nvidia and AMD could both generate big gains for their patient investors through 2028. However, Nvidia's stronger top-line growth, wider moat, and low valuation all suggest it will stay ahead of AMD -- which still has a lot more to prove -- over the next two years.