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 ...

The outlook for the GPU market continues to look strong. Most large hyperscalers (companies that operate mega-sized data centers) have already indicated that they plan to increase their AI-related ...

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.

The unquestioned leader in the GPU space is Nvidia, which commands an over 80% market share. Not only is Nvidia larger than AMD, but it's also been growing its data center revenue more quickly. Last ...

Hands-on comparison: Testing AMD’s RX 9070 XT and Nvidia’s RTX 5080 side-by-side highlighted the growing influence of software on gaming performance. Upscaling advantage: Nvidia’s DLSS and frame ...

The just-released quarterly MLPerf benchmarks provided an update from AMD and Nvidia. AMD finally beat the B300, just barely, but only on a small model few still run.

Lisa Su’s pitch on the Q1 call had a specific shape. She’s arguing that the ratio of CPUs to GPUs inside an AI data center is ...

In a rapidly evolving AI landscape, AMD's CEO, Lisa Su, has emerged as a formidable challenger to Nvidia's dominance, particularly in the AI hardware sector. Su, having led AMD to disrupt Intel's long ...

Modders circumvent hardware requirements of Reflex and Anti-Lag 2, enabling latency-reduction tech on all GPUs.

The company that does have a moat is Nvidia. CEO Jensen Huang has called it his most precious “treasure.” It is not, as you ...