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 ...

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 ...

Both chipmakers are set to benefit from the AI infrastructure boom. Nvidia is the leader in GPU market share with strong revenue growth. AMD has a big opportunity to take a larger share in the ...

AMD's big agreement this week with OpenAI gives the chipmaker a chance to cut into Nvidia's dominance in the AI market. "Right now, Nvidia almost has a monopoly," said Mandeep Singh, senior analyst at ...

AMD stock has beaten NVDA so far this year, a trend that I (and several others) predict will continue in the new year. AMD’s partnerships and MI400 line could be what helps it keep momentum going ...

AMD's new partnership with OpenAI allows it to purchase up to 6 gigawatts of computing power. OpenAI also has a deal with Nvidia to provide 10 gigawatts of computing power. AMD's stock is far more ...

Advanced Micro Devices, Inc. is rated Strong Buy due to significant upside potential as it gains AI chip market share from Nvidia. Nvidia’s the poster-child for today’s fear, greed and hype in ...

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) ...