AI, AMD and NVIDIA

AMD stops giving AI-chip revenue forecast. History says that’s not a great sign.
AMD did not break out a specific revenue number or forecast for its AI chips, a move that is bothering investors.
AMD's AI chip revenue miss hits shares amid pressure from Nvidia
By Kanchana Chakravarty and Zaheer Kachwala (Reuters) -Advanced Micro Devices shares tumbled 8% on Wednesday after the company's AI chip revenue failed to meet analysts' high expectations, underscoring its struggle to grab market share from well-entrenched market leader Nvidia.
Nvidia Stock Rises. Why AMD, Alphabet Earnings Are Boosting the AI Chip Maker.
Nvidia was gaining early on Wednesday after Google parent Alphabet committed to spending on artificial-intelligence infrastructure and rival Advanced Micro Devices’ AI chip revenue disappointed. Nvidia shares were up 3.
NVDA Stock Warning: Alphabet Could Soon Rival Nvidia With AI Chip Business Worth ‘Billions’
Nvidia’s (NVDA) chip supremacy has dominated the artificial intelligence narrative over the past two years. However, some experts think that Alphabet (GOOG) (GOOGL) may enter the chip market and even challenge Nvidia’s dominance.
AMD's AI chip revenue miss knocks shares amid intense rivalry with Nvidia
By Kanchana Chakravarty and Zaheer Kachwala (Reuters) -Advanced Micro Devices shares tumbled more than 10% on Wednesday after the company's AI chip revenue failed to meet lofty expectations, reinforcing its struggles to grab market share from well-entrenched market leader Nvidia.
AMD's AI bets face investor scrutiny as Big Tech switches to custom chips
AMD investors will closely examine the chip designer's artificial intelligence strategy when it reports fourth-quarter ...
AMD stock drops nearly 10% on earnings as AI data center business disappoints. Meanwhile, Nvidia pops
AMD stock is down as the AI chipmaker beat Wall Street expectations for its top and bottom line numbers, but fell short on ...
Acer Swift 14 AI (AMD) review: speed and battery life in equal strides
The Acer Swift 14 AI focuses more on performance than battery life, contrary to many newer 14-inch laptops. But, it manages ...
AMD Earnings: Why It's Selling Off And Why I'm Doubling Down
Advanced Micro Devices, Inc.'s Q4 earnings disappointed, but strong sales make it attractive. Click here to find out why AMD ...
TweakTown1d
AMD teases Instinct AI GPU roadmap: MI350 expected in mid-2025, next-gen MI400 arrives in 2026
AMD has outlined its AI roadmap during recent earnings call: new Instinct MI350 now releases in mid-2025, next-gen MI400 ...
AMD shares tumble as CEO forecasts declining data center sales
Advanced Micro Devices failed to impress investors waiting for the chipmaker to gain ground against AI heavyweight Nvidia , ...
Prediction: 2 AI Stocks Will Be Worth More Than Palantir Technologies by Early 2026
Hans Mosesmann at Rosenblatt Securities recently reiterated his AMD target price of $250 per share. That forecast implies 127 ...
AMD shares drop as data-center sales disappoint Wall Street despite AI chip growth
AMD shares fell by nearly 9% in after-hours trading, but the chipmaker is talking up a strong second half to 2025.
AMD Q4: DeepSeek Is A Tailwind In Hiding
The market has misjudged the potential impact of DeepSeek's AI progress, interpreting it as a headwind for tech companies.