AMD says its #1 priority is AI which means that NVDA's market is square in its sights. We saw what AMD did to mighty INTC, they have a good chance to at least take a good chunk of the market.

We see AMD's Instinct product line in the fourth quarter and the launch of the MI300x as a positive catalyst through 2024, after which we believe the market will begin to price in AMD's AI prospects.

Advanced Micro Devices (NASDAQ:AMD) stock has emerged as Nvidia’s (NASDAQ:NVDA) main AI market. The focus shifts to how this will affect Nvidia’s market share. Meta (NASDAQ:META) and Microsoft ...

AMD says that it is partnering with multiple AI giants such as Meta Platforms, Microsoft, Oracle, OpenAI, and xAI, among ...

Looking ahead, analysts project continued growth for AMD. Revenue estimates for calendar year 2025 range from $29.9 billion to $32.46 billion, indicating expectations of 21-24% year-over-year growth.

Key Points Nvidia is the dominant player in AI infrastructure, but its size could limit some of its upside.AMD and Broadcom, meanwhile, have huge opportunities.Given their smaller sizes, the stocks ...

AMD’s stock finds a new fan amid AI potential AMD’s AI products seem well designed for the current hot areas of that market, an analyst says Published: Nov. 14, 2023 at 11:22 a.m. ET ...

It makes total sense. Here’s why. AI and AMD Stock. The company launched its MI300 AI GPUs in December. Because of their early success, AMD’s data center revenue increased by 80% year-over ...

Nvidia and AMD are two artificial intelligence stocks that crushed the broader markets in 2023. Which of these two tech stocks has more breakout potential heading into 2024, according to Wall Street?

First, while AMD has said its customer engagements around its AI chips soared 7-fold in the second quarter, locked-in design wins outside of the supercomputer market haven't yet materialized.