AMD launched the latest version of its ROCm AI software stack last week, putting it in a better position to compete with Nvidia for AI hardware customers. Although the performance of AI chips is a key ...

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 ...

AMD (AMD) targets $100B in data center revenue by 2030 with a 35% compound annual growth rate. AMD’s platform success depends on closing the software gap between its ROCm and Nvidia’s CUDA. AMD holds ...

Nvidia controls an estimated 80% of the AI accelerator market. Existing infrastructure and software reinforce Nvidia's dominance. Despite competitive challenges, AMD has earned business from key ...

OpenAI isn’t happy with Nvidia’s AI chips anymore, especially when it comes to how fast they can answer users. The company ...

Nvidia and AMD are entering into a period of intense competition. Nvidia went after AMD’s business with a partnership with Intel in September. AMD is hitting back with an OpenAI partnership to ...

AMD’s stock is currently up around 43% since last week’s close, following reports early on Monday that OpenAI is acquiring a 10% stake in the chipmaker. The deal includes a commitment for 6 gigawatts ...

These chip designers have been great investment options.

Forbes contributors publish independent expert analyses and insights. Marco Chiappetta is a technologist who covers semiconductors and AI. Over the last few days, the U.S. Department of Energy (DOE) ...