AMD gave up equity in its deals with Meta and OpenAI. Nvidia shareholders should be glad it doesn't need to go there.
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Money has been leaving Nvidia and going to other parts of the AI chip complex in recent months.
Wall Street isn't shying away from Nvidia despite its dull performance in recent months. Instead, its current valuation is making…
Tesla's move to shut down its Dojo supercomputer team likely increases its usage of general purpose GPUs for AI, Wells Fargo said.
The deal represents a major win for AMD in its battle against GPU leader Nvidia, and shows how OpenAI is racing to secure the…
Nvidia CEO Jensen Huang told CNBC's Jim Cramer on Tuesday that there's "no drama involved" between the company and OpenAI.…
Analysts will be watching AMD's expectations for AI market potential, profit and margins as well as any new customer partnerships…
