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

Nvidia, Alphabet, and AMD are set to consume 85% of global HBM supply by 2027, creating a critical bottleneck for AI chip ...

AMD has released several benchmarks for its EPYC 'Venice' CPUs in a clear shot at Nvidia.

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

AMD has shared new benchmarks of its 6th Gen EPYC Venice CPUs in Agentic AI workloads against the competition from Intel & NVIDIA.

Leaker Kepler_L2 says AMD and NVIDIA are not planning to ship next-gen GPUs in 2027, with most of the lineup reportedly ...

Compare valuations, AI market share, and analyst price targets to see which stock is the better buy heading into year end.

NVIDIA dominates AI infrastructure while AMD plays scrappy underdog, but one valuation metric suggests the market may be ...

Semiconductor stocks are posting a third straight session of gains, but one chip name is running so far ahead of the pack ...

Nvidia, AMD and SanDisk stocks are trying to recover after Monday’s sharp sell-off, when calls from industry leaders to slow ...

Intel’s foundry story gives the stock a catalyst beyond the AI chip cycle. Nvidia, AMD and Intel stocks moved higher before ...

Nebius Group NV (NASDAQ:NBIS) has notified customers of plans to increase prices across its on-demand GPU cloud services, ...