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AI, AMD and Nvidia
After AMD’s AI event, this analyst says Nvidia’s stock is the better play
Despite underperformance for AMD shares this year and major outperformance for Nvidia shares, a Bernstein analyst said he’d rather get in front of the Blackwell launch than AMD’s latest announcements.
AMD Launches MI325 AI Accelerator To Challenge Nvidia. Stock Fell 4.5%
AMD continues to make excellent progress on the hardware and software front for advancing AI. However, AMD’s performance claims are unrealistic since they again did not use Nvidia’s optimization software. Nonetheless, the MI325 is fast and boasts a huge amount of HBM3E (288GB).
AMD unveils powerful new AI chip to challenge Nvidia
With its new chip, AMD hopes to narrow the performance gap with Nvidia in the AI processor market. The Santa Clara-based company also revealed plans for its next-generation MI350 chip, which is positioned as a head-to-head competitor of Nvidia's new Blackwell system, with an expected shipping date in the second half of 2025.
14h
on MSN
Could Buying SoundHound AI Now Be Like Buying Nvidia in 2023?
Trading at 23 times sales, SoundHound stock already carries a premium valuation. By contrast, Nvidia traded for around 15 ...
4d
on MSN
TensorWave thinks it can break Nvidia’s grip on AI compute with an AMD-powered cloud
“We recognized an unhealthy monopoly at work — one that was starving end-users of compute access and stifling innovation in ...
3d
Nvidia CEO Says ‘Reasoning’ AI Will Depend on Cheaper Computing
Nvidia Corp. Chief Executive Officer Jensen Huang said that the future of artificial intelligence will be services that can ...
16h
1 Artificial Intelligence (AI) Stock-Split Stock Set to Join Nvidia, Apple, Microsoft, Amazon, Alphabet, and Meta in the $1 Trillion Club
It might not be long before another AI stock-split stock joins the ranks. Broadcom ( AVGO -2.27%) has emerged as a key ...
4d
Nvidia Stock: 3 Reasons the AI Superstar Can Move Higher in Q4
Huang's latest comments helped spark a gain in Nvidia stock, but these three catalysts could power the stock even higher in ...
9h
on MSN
How AI is changing business at telecom giants, according to Nvidia and Verizon execs
Telecom giants are one class of enterprises betting big on AI, with a handful turning data centers into "AI factories" as the ...
2d
Where Nvidia ranks among fastest-growing AI companies. No, it’s not No. 1.
Nvidia Corp. has dominated media coverage of generative artificial intelligence over the past two years because the company ...
4d
Nvidia highlights AI software and services at D.C. AI Summit
Nvidia highlighted a number of its software offerings and customers during its AI Summit in Washington, D.C., on Tuesday.
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