AMD is emerging as a formidable competitor to NVIDIA in AI accelerators, driven by a robust product pipeline and strong data center momentum. AMD's data center revenue surged 34% QoQ to $4.3B, with operating income up 793% YoY, reflecting rapid adoption of MI300 and anticipation for MI400 chips. The MI400 series, launching in 2026, targets hyperscalers and inference workloads, positioning AMD t...
Advanced Micro Devices' data center business is gearing up for a big year. Iren is well-positioned to benefit from growing investment in data center infrastructure.
Each of the six companies benefits from the insatiable demand surrounding AI. Both Nvidia and Taiwan Semiconductor are in the trillion-dollar market cap club.
This year, there won't be enough memory to meet worldwide demand for memory because powerful AI chips made by companies like Nvidia, AMD and Google need so much of it. Prices for computer memory, or RAM, are expected to rise over 50% this quarter compared to the last quarter of 2025.
Advanced Micro Devices is all in on artificial intelligence data center hardware. It's already making inroads in the business, in fact, even without its most powerful hardware and computing platforms.
Growth is poised to accelerate, with the company anticipating a big earnings jump over the next five years. The company stands to benefit from multiple catalysts in the gaming, PC, and data center markets.
aktien.guide ist das Tool zum einfachen Finden, Analysieren und Beobachten von Aktien. Lerne von erfolgreichen Investoren und triff fundierte Anlageentscheidungen. Wir machen Dich zum selbstbestimmten Investor.