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Could AMD Be the Nvidia of 2026?
It's working with OpenAI to improve AMD's software, which controls its GPUs. AMD only needs to capture some market share to be a winning stock pick. But investors will also want to factor in the ...
AMD launched the latest version of its ROCm AI software stack last week, putting it in a better position to compete with Nvidia for AI hardware customers. Although the performance of AI chips is a key ...
Whenever Vamsi Boppana, senior vice president of AI at the chip giant AMD, gives CEO Lisa Su an update on the progress of the company’s software efforts, she always has the same response: “Great job.
Nvidia controls an estimated 80% of the AI accelerator market. Existing infrastructure and software reinforce Nvidia's dominance. Despite competitive challenges, AMD has earned business from key ...
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OpenAI says its unhappy with Nvidia inference hardware, now looking at AMD, Cerebras, Groq
OpenAI isn’t happy with Nvidia’s AI chips anymore, especially when it comes to how fast they can answer users. The company ...
Nvidia and AMD are entering into a period of intense competition. Nvidia went after AMD’s business with a partnership with Intel in September. AMD is hitting back with an OpenAI partnership to ...
OpenAI says it's buying AMD chips to get more computing power. Analysts also see benefits to diversifying away from Nvidia and likely securing favorable pricing. OpenAI CEO Sam Altman and AMD CEO Lisa ...
The debate of AMD (AMD +0.61%) versus Nvidia (NVDA 2.21%) hardware for tasks like gaming or PCs is one that could wage forever. But the debate of Nvidia versus AMD hardware for artificial intelligence ...
The Information reported that Meta Platforms META is in discussions to buy Google’s custom Tensor Processing Unit, or TPU, chips for artificial intelligence. Shares of AI chip suppliers Nvidia NVDA ...
Forbes contributors publish independent expert analyses and insights. Marco Chiappetta is a technologist who covers semiconductors and AI. Over the last few days, the U.S. Department of Energy (DOE) ...
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