Every year, the GPU market seems to follow a familiar script. Nvidia continues to set the pace at the high end, AMD responds ...
I’m neutral on Nvidia because, despite its price increasing by 2,700% over the past five years, this growth is unlikely to last indefinitely. By 2026, the consensus estimates project annual normalized ...
Combined with whatever architectural improvements Zen 6 brings to the table, AMD's next-gen 3D V-Cache chips could deliver a ...
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Nvidia’s Stock Is Cheaper Than Intel’s and AMD’s. Here’s Where I See It in 2026
Over the past three years, Nvidia (NASDAQ:NVDA) stock has climbed by over 1,200% to dizzyingly high levels. It is now the ...
Advanced Micro Devices, Inc. delivered record Q4 revenues and EPS, but the AMD stock dropped due to disappointing Data Center revenue and cautious Q1 guidance. Was this selloff justified? Is AMD ...
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Intel vs AMD: Which CPUs are better in 2025?
AMD's answer is its Zen 5 Ryzen 9000 series. These chips debuted with a fizzle on the gaming front, but subsequent firmware ...
The chip industry is known to be highly cyclical, prone to periods of boom or bust based on supply and demand dynamics. Essentially, semiconductor companies will have a hard time when there’s an ...
I have been interested in science and technology for as long as I can remember, spurred on by a fondness for video games. I learned to work in Windows and manipulate files to get buggy games to work, ...
AMD and Intel are racing to capitalize on AI, but are taking different approaches. AMD is building up its data center business, leading to the acquisition of ZT Systems. Intel is expanding its foundry ...
Forbes contributors publish independent expert analyses and insights. I write about disruptive companies, technologies and usage models. Intel CEO Pat Gelsinger and AMD CEO Lisa Su have joined forces ...
What's bigger, two or one? One. One army, a real army, with one purpose. When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. Add us as a preferred ...
Advanced Micro Devices is rapidly gaining share in the AI accelerator market, with 2024 data center revenue nearly doubling.
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