Nvidia's growth is faster than AMD's despite its size.

Nvidia's CUDA ecosystem with six million developers drives 75% margins and 99.7% ROE. AMD competes on specs, but the software ...

The EAM is being paired with the new sixth-generation EPYC 9006 CPUs, codenamed “Venice,” which feature up to 512-core ...

Micron Technology will report its quarterly results in September, and recent results from AI chipmakers suggest it could easily exceed expectations.

A new benchmark built from real coding-agent sessions gives Nvidia a major cost-efficiency advantage over AMD—and suggests ...

AMD just posted its best quarter ever while Nvidia shipped its way toward a trillion-dollar runway, and now every hyperscaler ...

I've been one of the biggest bulls on Advanced Micro Devices, Inc. (AMD) for the last two years. During that time, CEO Lisa Su has made the right moves to turn AMD into a true competitor to Nvidia ...

AMD beat Wall Street expectations across the board for the second quarter earlier this month, posting record non-GAAP ...

Taiwan Semiconductor is primed to be a major winner over the next few years.

Management made it clear that demand would allow for more than 70% growth, but bottlenecks in the supply of critical ...