AMD

Intel spends more on R&D than Nvidia and AMD combined, yet continues to lag in market cap — Nvidia spends almost 2X more than AMD

by
Intel spends more on R&D than Nvidia and AMD combined, yet continues to lag in market cap — Nvidia spends almost 2X more than AMD

AMD and Nvidia’s R&D budgets were quite similar ten years ago, but in recent years, Nvidia has been leaving its GPU rival behind in investment in this critical activity. According to the latest figures, Nvidia’s spending on new technologies is… Article Source https://www.tomshardware.com/tech-industry/intel-spends-more-on-r-and-d-than-nvidia-and-amd-combined-yet-continues-to-lag-in-market-cap-nvidia-spends-almost-2x-more-than-amd

ASML trims outlook and sends AI chip stocks Nvidia, AMD lower

by
ASML trims outlook and sends AI chip stocks Nvidia, AMD lower

ASML Holdings (ASML) leads chipmaker stocks like Nvidia (NVDA) and Advanced Micro Devices (AMD) lower after the company trimmed its 2025 guidance which seemingly sounded the alarm that there’s trouble in the chip sector. The Futurum Group CEO… Article Source https://finance.yahoo.com/video/asml-trims-outlook-sends-ai-205432080.html

Meta Announces AMD Instinct MI300X for AI Inference and NVIDIA GB200 Catalina

by
Meta Announces AMD Instinct MI300X for AI Inference and NVIDIA GB200 Catalina

Meta AMD MI300X Grand Teton At OCP Summit 2024, Microsoft announced new AI hardware platforms. Meta has been a force in AI for years, and increasingly so with Llama and its massive data sets. We have a number of… Article Source https://www.servethehome.com/meta-announces-amd-mi300x-for-ai-inference-marvell-fbnic-cisco-arista-broadcom/

Why Nvidia, AMD, Arm Holdings, and Other Artificial Intelligence (AI) Stocks Sank on Tuesday

by
Why Nvidia, AMD, Arm Holdings, and Other Artificial Intelligence (AI) Stocks Sank on Tuesday

Since early last year, investors have been bullish about the potential of artificial intelligence (AI), scooping up shares of companies best positioned to profit from this next-generation technology. However, as the bull market crosses the… Article Source https://finance.yahoo.com/news/why-nvidia-amd-arm-holdings-173327920.html

AMD Unveils Instinct MI325X, Targets Nvidia’s Dominance in AI Chip Market

by
AMD Unveils Instinct MI325X, Targets Nvidia’s Dominance in AI Chip Market

Last week, Advanced Micro Devices (AMD, Financial) announced its new AI chip, the Instinct MI325X, and has seemingly queued up a direct challenge to Nvidia’s(NVDA, Financial) dominant GPUs for data centers. This new AI processor presented at… Article Source https://finance.yahoo.com/news/amd-unveils-instinct-mi325x-targets-172553887.html

Why Nvidia, AMD, Arm Holdings, and Other Artificial Intelligence (AI) Stocks Sank on Tuesday | The Motley Fool

by
Why Nvidia, AMD, Arm Holdings, and Other Artificial Intelligence (AI) Stocks Sank on Tuesday | The Motley Fool

Even as the adoption of AI accelerates, there will be inevitable bumps in the road. Since early last year, investors have been bullish about the potential of artificial intelligence (AI), scooping up shares of companies best positioned to profit… Article Source https://www.fool.com/investing/2024/10/15/why-nvidia-amd-arm-holdings-and-other-artificial-i/

Nvidia, AMD Tumble as ASML Cuts 2025 Forecast, Sparking Concerns in Chip Sector

by
Nvidia, AMD Tumble as ASML Cuts 2025 Forecast, Sparking Concerns in Chip Sector

Daily E-mini Nasdaq 100 Index FuturesThe tech-heavy Nasdaq Composite dropped 0.8%, while the S&P 500 and Dow Jones each fell 0.3%, reflecting the market’s broader concerns about chip demand. Strong Q3 Earnings Overshadowed Despite the negative… Article Source https://www.fxempire.com/news/article/nvidia-amd-tumble-as-asml-cuts-2025-forecast-sparking-concerns-in-chip-sector-1468790

US govt reportedly mulls capping AI GPU exports from Nvidia and AMD to the Middle East

by
US govt reportedly mulls capping AI GPU exports from Nvidia and AMD to the Middle East

The Biden administration is reportedly weighing restrictions on AI chip exports from companies like Nvidia and AMD to the Middle East, following earlier limits on China. This move reflects concerns over advanced AI technologies’ potential… Article Source https://www.tomshardware.com/tech-industry/artificial-intelligence/us-govt-reportedly-mulls-capping-ai-gpu-exports-from-nvidia-and-amd-to-the-middle-east

The AI chip wars could see the U.S. cap Nvidia and AMD exports

by
The AI chip wars could see the U.S. cap Nvidia and AMD exports

Nvidia CEO Jensen Huang during the Nvidia GTC on March 18, 2024 in San Jose, California. Photo: Justin Sullivan (Getty Images) In This Story The U.S. reportedly could cap sales of advanced artificial intelligence chips from U.S.-based chipmakers to… Article Source https://qz.com/us-cap-exports-sales-ai-chips-nvidia-amd-middle-east-1851672579