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 ...

Whenever Vamsi Boppana, senior vice president of AI at the chip giant AMD, gives CEO Lisa Su an update on the progress of the company’s software efforts, she always has the same response: “Great job.

For most of the AI boom, Nvidia (NVDA) has been the only name that mattered in data center hardware. That dynamic is shifting ...

The gap is no longer purely silicon-based ...

Advanced Micro Devices is rapidly gaining share in the AI accelerator market, with 2024 data center revenue nearly doubling to $12.6B. The MI350 series, launching mid-2025 with 35x inference ...

In a significant challenge to Nvidia’s dominance, OpenAI announced Monday it would buy 6 gigawatts of computing power from data centers that will run exclusively on AMD chips. Nvidia (NVDA) has become ...

One of the reasons why Nvidia established such a massive lead over AMD is its technology stack. While Nvidia makes graphics processing units (GPUs) that are arguably better than what AMD has offered ...

From a product offering standpoint, Nvidia has owned the data center space since the artificial intelligence (AI) buildout began in 2023. Nvidia's technology stack, plus its leading software, made it ...

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 ...

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 language processing unit (LPU), its big rival doesn’t look to be sitting ...

Nvidia (NVDA) reported Q1 FY2026 revenue of $44.1B (+262% YoY) with data center revenue hitting $37.8B (+427% YoY), while AMD (AMD) posted Q1 2026 data center revenue of $5.8B (+57% YoY) driven by ...