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“Similar to [Intel], we expect AMD Client to benefit from tariff-related pull-in of demand in Q2, and that same benefit to ...
AMD CEO Lisa Su said the company's new MI355 AI chip is ramping production and directly competing with Nvidia's B200 and ...
I reiterate my 'buy' rating on AMD, setting a fair value target of $196 per share, driven by strong product momentum.
AMD’s rumored 70% price jump for Instinct MI350 AI chips - from $15k to ~$25k - is a signal that ut is evolving from being a ...
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AMD’s AI datacenter revenue dived due to US ban on China GPU exportsWorry not, the rest of the business is EPYC and demand is RYZEN AMD’s revenue from AI products destined for datacenters dipped in the quarter ended June 28th, thanks to the USA’s ban on GPU exports to ...
Wall Street analysts see strong upside for AMD ahead of Q2 results, citing data center, GPU demand, and renewed China ...
AMD (AMD) will report its second quarter results after the bell on Tuesday, giving Wall Street a better understanding of the AI chip market ahead of rival Nvidia’s (NVDA) report later this month. The ...
AMD is exploring whether PCs could benefit from a new kind of accelerator: a discrete neural processing unit. The company has ...
HSBC analysts upgraded their rating on AMD, noting that its latest series of chips can compete with Nvidia’s Blackwell GPUs.
AMD’s Recent Advancements in AI At its AI Day event, AMD introduced its MI350 series, set to launch in the second half of 2025, which it claims will deliver four times the AI compute capacity of ...
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