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 ...

These chip designers have been great investment options.

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.

AMD's horizontal R&D strategy and open standards approach position it to erode NVDA's proprietary moat and reduce portfolio downside risk. Read the full analysis now.

AMD (AMD) targets $100B in data center revenue by 2030 with a 35% compound annual growth rate. AMD’s platform success depends on closing the software gap between its ROCm and Nvidia’s CUDA. AMD holds ...

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 ...

In a significant challenge to Nvidia’s dominance, OpenAI announced Monday it would buy 6 gigawatts of computing power from data centers that will run exclusively on AMD chips. Nvidia (NVDA) has become ...

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 ...

The most important component of winning the battle for AI hardware supremacy may not be chips, but software. Despite Nvidia’s reputation as a semiconductor company, the power of its software prowess ...