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AI, AMD and NVIDIA

Hosted on MSN · 1d

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.

Reuters on MSN · 1d

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.

Barron's on MSN · 1d

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 0.

AMD sees Q1 data center revenue

The Wall Street Journal on MSN · 1d

AMD’s AI Revenue Jumps, But Misses Estimates

The Santa Clara, Calif., chip maker posted a profit of $482 million compared with $667 million, a year earlier. For the current quarter, AMD guided for revenue between $6.8 billion and $7.4 billion.

Business Insider · 1d

AMD sees Q1 data center revenue down quarter-over-quarter

Sees AI data center demand environment to strengthen in 2025. Sees AI chip at tens of billions in next couple of years. Says cheaper AI models

Barron's on MSN · 1d

AMD Stock Plummets on AI, Data Center Revenue Miss

AMD revenue came in at $7.7 billion, above analysts’ expectations for $7.5 billion, but the company’s data-center unit came in soft.

2don MSN

AMD disappoints investors with AI chip sales, but forecast tops estimates

Advanced Micro Devices failed to impress investors waiting for the chipmaker to gain ground against AI heavyweight Nvidia, ...

AI Chips Update - AMD Drives Innovation With Record Revenue In The AI Industry

Recent developments in the AI chip market highlight significant advancements as companies rapidly push technological ...

24/7 Wall St. on MSN2h

Advanced Micro's AI Outlook Shows Impact of Being Late to the Game

Semiconductor leader Advanced Micro Devices (NASDAQ:AMD) just underscored the adage, he who hesitates is lost. The chipmaker ...

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 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.

CRN1d

AMD CEO: Annual AI Chip Revenue To Reach Tens Of Billions In ‘Coming Years’

After making more than $5 billion from Instinct data center GPUs in 2024, AMD CEO Lisa Su said in a fourth-quarter earnings ...

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 , ...

1don MSN

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.

1don MSN

Mark Zuckerberg Just Delivered Incredible News for Nvidia, AMD, and Micron Stock Investors

Advanced Micro Devices (AMD 4.58%), and Micron Technology (MU 0.82%) plunged on news that a Chinese start-up called DeepS ...

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AMD gives disappointing AI growth outlook; Stock falls 9% in extended trade

AMD is trying to persuade some of the biggest companies in the world to include its AI products in their data centre expansion plans. It’s still playing catch-up with Nvidia in this endeavour.

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