NVIDIA、AMD、Broadcomを「AI半導体3社」と並べると、ついGPU性能やAI売上の伸び率で比べたくなります。ただ、3社の最新開示を同じ画面に並べると、そもそも競争している形がかなり違います。NVIDIAはGPUだけでなくCPU、inte ...

DLSS's dominance might soon come to an end.

Nvidia's new flagship gpu is a Titan, AMD's Mainstream gpu Gets pictured, your gpu needs more of this and here's what ...

Jim Cramer calls AMD a buy as data center revenue surges 107% and hedge fund ownership hits new highs. Here's what it means for AMD stock investors in 2026.

AMD has published a white paper on its 6th Gen EPYC 9006 "Venice" server CPUs, and it takes direct aim at NVIDIA's Vera.

After publishing benchmark numbers back in July that showed EPYC beating NVIDA's Vera, AMD has revised those numbers slightly ...

AMD опубликовала данные тестов SPEC CPU 2026 для серверных процессоров EPYC Venice, где модель на 256 ядер опередила ...

The AI Infra Summit (formerly AI HW Summit) this year was huge, with over 9,000 registered on-site attendees over three packed days of sessions in Santa Clara stretching over six large stages and a ...

OpenAI cash burn projections from an internal July document reveal the company expects $278 billion in negative free cash ...

À force de faire des économies sur les capacités des modèles d'entrée de gamme, AMD et NVIDIA en viennent à proposer des ...

Bank of America's fund manager survey shows long semiconductors remain the most crowded trade for four months running, though ...

AMD published detailed performance data for its EPYC 9996, claiming up to 3.7x gains over Intel Xeon and a 2.24x edge over ...