Advanced Micro Devices, Inc. (AMD)
Every AMD Stock Investor Should Keep an Eye on This Number
One figure points to a significant change that could spark considerable stock price growth.
AMD Challenges Nvidia With New AI Chip
Advanced Micro Devices (AMD) on Thursday (Oct. 10) unveiled a new artificial intelligence (AI) chip aimed at breaking Nvidia's stronghold on the lucrative data center GPU market. The launch of AMD's Instinct MI325X accelerator marks an escalation in the AI hardware arms race, with implications for businesses investing in AI.
AMD just launched its new AI chip, but analysts say it's still a year behind Nvidia
AMD launched the Instinct MI325X accelerator on Thursday, and shipping starts later this fall. The new chip offers better performance than Nvidia's H200 yet lags behind Blackwell, analysts say.
Why Analysts Say They're Bullish on AMD Stock After AI Event Disappointed
Advanced Micro Devices (AMD) may have disappointed investors with its Advancing AI event Thursday, but analysts said they're still bullish on the chipmaker's growth prospects.
AMD's Latest GPUs Should Scare Nvidia
AMD's turnaround story includes hiring Jim Keller, switching to TSMC, and capitalizing on Intel's missteps, leading to a significant market position. AMD's new GPUs are competitive with Nvidia's upcoming Blackwell, potentially impacting Nvidia's margins while boosting AMD's performance. The primary risk is AMD's lofty valuation and the potential for customers to develop their own CPUs/GPUs, affecting long-term AI demand.
AMD's "Advancing AI" Innovations Reinforce Its Path To $200
AMD's Advancing AI presentation on the performance capabilities of its next-gen chips was a critical gauge for the sustainability of its growth outlook. The company predicts the AI accelerator TAM alone will grow at a 60% five-year CAGR through 2028, reaching $800 billion. And AMD's deepening foray across key aspects of the AI infrastructure ecosystem, spanning software, hardware, and cluster level systems is likely to reinforce its revenue share grab over the longer-term.
After AMD's AI event, this analyst says Nvidia's stock is the better play
Despite underperformance for AMD shares this year and major outperformance for Nvidia shares, a Bernstein analyst said he'd rather get in front of the Blackwell launch than AMD's latest announcements.
AMD Stock: Can Its AI Strategy Compete With Nvidia? Analyst Predicts Market Share Gains Ahead
Advanced Micro Devices Inc AMD just unveiled its next wave of AI weaponry, and it's taking aim at none other than Nvidia Corp NVDA.
AMD's Event Disappointed. Here's a Silver Lining.
AMD sees the market for AI data GPUs to grow by more than 60% a year and reach $500 billion by 2028.
1 Top Artificial Intelligence (AI) Stock to Buy Right Now (Hint: It's Not Nvidia)
One key Nvidia competitor looks increasingly attractive in the current environment.
AMD's Second AI Act Faces a Tougher Crowd
Strong sales of the chipmaker's first GPU chips still barely make a dent in Nvidia's armor.
Nvidia Stock Slips. Don't Blame AMD's New AI Chip.
AMD didn't give a comparison against Nvidia's Blackwell chips which are expected to begin shipping in volume early next year.
