AMD

OpenAI reportedly builds custom AI chips as it embraces AMD — company also abandons plans to build its own fabs

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OpenAI reportedly builds custom AI chips as it embraces AMD — company also abandons plans to build its own fabs

OpenAI is proceeding with the development of its first custom AI chip with Broadcom and expects to produce it for TSMC. However, reports Reuters, the company no longer intends to spearhead building a fab network. At the same time, the company… Article Source https://www.tomshardware.com/tech-industry/artificial-intelligence/openai-reportedly-builds-custom-ai-chips-as-it-embraces-amd-company-also-abandons-plans-to-build-its-own-fabs

AMD Earnings Show Power Of Nvidia Software, ADP Data Defies Expectations – Apple (NASDAQ:AAPL)

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AMD Earnings Show Power Of Nvidia Software, ADP Data Defies Expectations – Apple (NASDAQ:AAPL)

To gain an edge, this is what you need to know today. Strong ADP Data Please click here for an enlarged chart of Advanced Micro Devices, Inc. AMD. Note the following: This article is about the big picture, not an individual… Article Source https://www.benzinga.com/general/market-summary/24/10/41634837/amd-earnings-show-power-of-nvidia-software-adp-data-defies-expectations

OpenAI Partners with Broadcom and TSMC for Custom Chip Development, Expands AMD Supply – MoneyCheck

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OpenAI Partners with Broadcom and TSMC for Custom Chip Development, Expands AMD Supply – MoneyCheck

TLDR: OpenAI is developing its first custom AI chip with Broadcom and TSMC, planned for 2026 The company has assembled a 20-person chip team led by former Google TPU engineers OpenAI is adding AMD chips to diversify supply beyond Nvidia The company… Article Source https://moneycheck.com/openai-partners-with-broadcom-and-tsmc-for-custom-chip-development-expands-amd-supply/

AMD still has a gap to close with Nvidia’s AI chips

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AMD still has a gap to close with Nvidia’s AI chips

AMD reported Tuesday that its revenue rose 18% from the same time last year. AMD aims to close the gap with Nvidia, which holds 80% of the GPU market. Despite growth, AMD’s stock fell as much as 10% post-earnings,… Article Source https://www.businessinsider.com/amd-earnings-q3-2024-ceo-lisa-su-nvidia-ai-chips-2024-10

AMD Expects to Go Head to Head With Nvidia. So, Why Did the Stock Drop After Earnings? | The Motley Fool

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AMD Expects to Go Head to Head With Nvidia. So, Why Did the Stock Drop After Earnings? | The Motley Fool

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth… Article Source https://www.fool.com/investing/2024/10/30/amd-expects-to-go-head-to-head-with-nvidia-so-why/

Ditch AMD and ‘just go with the pure play’ Nvidia

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Ditch AMD and ‘just go with the pure play’ Nvidia

Advanced Micro Devices (AMD) shares fall after the chipmaker reported third quarter results, with its fourth quarter outlook failing to impress investors. The AMD sell-off fueled a pullback in Nvidia stock as the weaker-than-anticipated guidance… Article Source https://finance.yahoo.com/video/ditch-amd-just-pure-play-153014965.html

Nvidia Stock Falls. Why Alphabet, AMD Earnings Are Giving Mixed Signals. – Barron's

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Nvidia Stock Falls. Why Alphabet, AMD Earnings Are Giving Mixed Signals.  Barron’s A New Buy Point Is Just One Reason To Watch Nvidia. Here Are 5 More.  Investor’s Business Daily Jim Cramer Says Google’s AI Investment Next Year ‘Should Be Fabulous… Article Source https://www.barrons.com/articles/nvidia-stock-alphabet-amd-earnings-7b447316

OpenAI will start using AMD chips and could make its own AI hardware in 2026

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OpenAI will start using AMD chips and could make its own AI hardware in 2026

OpenAI is reportedly working with Broadcom to develop new custom silicon designed to handle its large AI workloads for inference and secured manufacturing capacity with TSMC, according to sources speaking to Reuters. OpenAI has reportedly built a… Article Source https://www.theverge.com/2024/10/29/24282843/openai-custom-hardware-amd-nvidia-ai-chips