Advanced Micro Devices' Chief Executive Lisa Su said on Tuesday that it is ready to start chip production at its Arizona plant and will certainly make more AI servers in the U.S.
Advanced Micro Devices, Inc. has underperformed this year, in part due to tariff fears, but is poised for a massive upswing with new AI accelerators like the Instinct MI350 ready to launch. Despite a 43% drop in valuation in the last year, AMD's Data Center revenues have surged, making the chip stock highly attractive as a long-term investment. AMD's Data Center business now represents 50% of t...
Advanced Micro Devices, Inc.'s stock has underperformed despite strong growth in revenue, net income, and promising market positioning in AI hardware under Dr. Lisa Su's leadership. Nvidia dominates AI training hardware because of CUDA, but AMD's cost-efficient, open-source ROCm platform is gaining traction for AI inference, especially with firms like Meta. AMD's chiplet approach offers superio...
CHATSWORTH, Calif.--(BUSINESS WIRE)--Network connectivity solutions provider, Canoga Perkins today announced that its SyncMetra ultra-low, guaranteed latency offering for enterprise AI at the edge is powered by AMD Virtex™ UltraScale+™ FPGAs. SyncMetra is Canoga Perkins' software-defined, IT-operated private 5G network transport solution that guarantees ultra-low latency, deterministic wireless...
Nvidia's stock has dropped 19.5% since my January 30 thesis, the downside induced mostly by the release of China's DeepSeek-R1 AI model and accelerated by reciprocity tariffs. This should accelerate GPU commoditization, benefiting competitors like GPU commoditization. That, as well as the inflationary effects of tariffs, should favor Advanced Micro Devices, Inc., which is also more diversified....
The stock market has become highly volatile following President Donald Trump's tariff announcements and heightened trade tensions with China. Stocks had some of their worst sessions since the COVID-19 pandemic five years ago.
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