KeyBanc Capital Markets has reaffirmed its bullish stance on Advanced Micro Devices (NASDAQ: AMD), maintaining an ‘Overweight ...
While you're planning your New Year's resolutions, add-in board (AIB) partners for both AMD and NVIDIA are getting ready to ring in 2026 with a round of price increases, followed by more price hikes ...
Nvidia doesn’t just make some of the best graphics cards, but it also absolutely dominates the entire GPU market. This is no news, but recent data from Jon Peddie Research shows just how vast the gap ...
It's not a good time for anyone building a PC. Massive demand from AI companies and data center builders has led to DRAM, ...
・While Nvidia still controls the bulk of AI accelerator revenue, AMD is growing faster off a smaller base, winning incremental data-center and inference workloads. ・Inference economics and product ...