Nvidia takes AI battle from the data centre to the laptop ⊖
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a story from Financial Times ✅ › Financial Times
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AMD
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6 days ago
Chipmaker opens new front in rivalry with Apple, Intel, AMD and Qualcomm
7 days ago
Nvidia's new PC chips represent CEO Huang's bid to win at every layer of AI stack ○
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Nvidia's announced entry into the PC chip market sent shares of AMD, Intel and Qualcomm lower as Wall Street recognized the threat.
8 days ago
Nvidia launches ‘superchip’ putting AI power into laptops and PCs ○
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a story from The Guardian ⚠️ › International
Firm says its RTX Spark PC chip for Microsoft Windows will let AI agents replace the mouse and keyboard
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A new front has opened up in the battle for dominance in AI chips,…
20 days ago
AMD to invest $10 billion in Taiwan's AI industry to advance top-end chips ○
AMD's investments will focus on partnerships with companies to "advance" chip packaging and manufacturing required for next-generation AI infrastructure.
27 days ago
Here are Wednesday's biggest analyst calls: Nvidia, Apple, Micron, Amazon, AMD, Johnson & Johnson & more ○
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Here are the biggest calls on Wall Street on Wednesday.
28 days ago
AI super rally has retail investors acting the most aggressive since trading frenzy during Covid ○
Retail traders are buying calls in Cboe's "Mag 10" stocks – the big seven plus AMD, Palantir and Broadcom – at the heaviest 10-day clip since 2021, according to a report from the exchange.
32 days ago
Wall Street sees 'changing of the guard in AI' as Intel, AMD shares soar while Nvidia lags ○
Intel, AMD and Micron surged double digits this week as investors bet on CPU makers and memory companies powering the next stage of AI
34 days ago
Tech rally hands hedge funds biggest gains since 2020 ⊕
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a story from Financial Times ✅ › Financial Times
Industry posts 5% returns in April as stocks including Intel, Alphabet and AMD soar
Arm's quarter shows how it's carving a lucrative path in the crowded CPU resurgence ○
This central processing unit renaissance was confirmed when Intel reported earnings two weeks ago. AMD and now Arm told similar stories.
AMD's Su explains what's behind massive forecast change as stock roars 15% on earnings ⊕
CEO Lisa Su highlighted the growing demand for central processing units, doubling her long term forecast after strong first-quarter earnings.