Cloud computing and semiconductor stocks have been at the forefront of the tech bull market throughout the AI revolution.

With open-source tools and strong benchmark results, AMD is challenging the AI market status quo and expanding its role in ...

Nvidia and other U.S. tech companies are benefiting from an AI spending spree, but business and geopolitical risks loom.

Nvidia and other U.S. tech companies are benefiting from an AI spending spree, but business and geopolitical risks loom.

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AMD has unveiled a new lineup of next-generation AI processors and rack-scale system solutions, marking its most aggressive move yet to challenge Nvidia's dominant position in the accelerated ...

HBM roadmap teases HBM4, HBM5, HBM6, HBM7, HBM8 with HBM7 dropping by 2035 with new AI GPUs using 6.1TB of HBM7 and 15,000W ...

AMD's next-generation Instinct MI500 will be mass-produced on TSMC's new N2P process node, will directly compete with NVIDIA's next-gen AI hardware.

AMD has the potential to have a similar inflection point with the new GPUs and the inference market inflection point. As the ...

Nvidia (NASDAQ: NVDA) and Palantir Technologies (NASDAQ: PLTR) have been two of the stock market's biggest winners over the ...