Is the king of AI infrastructure about to lose its crown?
While the eyes of the tech world were firmly affixed on Nvidia last week for its GTC event and the unveiling of its new Groq ...
The just-released quarterly MLPerf benchmarks provided an update from AMD and Nvidia. AMD finally beat the B300, just barely, ...
AMD (AMD) targets $100B in data center revenue by 2030 with a 35% compound annual growth rate. AMD’s platform success depends on closing the software gap between its ROCm and Nvidia’s CUDA. AMD holds ...
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 ...
Throughout its history, Advanced Micro Devices (NASDAQ: AMD) has developed a reputation for closing or at least reducing the competitive gap with rivals. This was true when it challenged Intel's ...
Chip market analyst firm SemiAnalysis in its latest AI inference benchmark testing called out AMD, claiming the Nvidia rival’s inference optimizations were “not as competitive as one would expect” ...
The most important component of winning the battle for AI hardware supremacy may not be chips, but software. Despite Nvidia’s reputation as a semiconductor company, the power of its software prowess ...
Nvidia and AMD are entering into a period of intense competition. Nvidia went after AMD’s business with a partnership with Intel in September. AMD is hitting back with an OpenAI partnership to ...
Advanced Micro Devices (NASDAQ: AMD) or Nvidia (NASDAQ: NVDA)-- which one to buy? It's a timeless argument, whether you're talking about gaming GPUs or artificial intelligence (AI). Nvidia has been ...
Forbes contributors publish independent expert analyses and insights. Marco Chiappetta is a technologist who covers semiconductors and AI. Over the last few days, the U.S. Department of Energy (DOE) ...
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