Google, NVIDIA and AI
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Rising memory prices are putting serious pressure on GPU makers, and the budget graphics-card segment may be the first casualty. AMD and Nvidia are reportedly considering cuts that could reshape the entry-level market.
AMD has pulled off a miraculous comeback with its new GPUs, with the AMD Radeon RX 9070 XT practically pointing and laughing at the RTX 5070 as it sputters with 12GB of VRAM. It's not just the new GPUs that wowed me with this launch, though, but also the ...
Advanced Micro Devices, Inc. has been an AI laggard but is now outperforming peers, showing potential for a sustained upward trend. Nvidia’s GTC conference highlighted the growing computational demands of AI, which could benefit AMD's CPU and GPU synergies.
It’s been a long time since the best graphics cards offered by AMD and Nvidia were on the same level. For better or worse, Nvidia has been leading the charge for a few generations, and even when AMD tried to keep up, its graphics cards often fell short ...
Rising DDR5, GDDR6, and HBM pricing driven by AI server demand is putting pressure on GPU manufacturing costs. AMD is reportedly preparing across-the-board price adjustments, with NVIDIA rumoured to follow in early 2026.
Advanced Micro Devices, Inc. and Nvidia Corporation are well-positioned to ride an upgraded growth outlook in the AI inference market. Nvidia because it is the market leader, and AMD due to its focus. AMD's MI350 GPUs have on-par performance and are more ...
Per its most recent 13F filing, Amazon just initiated a position in Advanced Micro Devices. AMD is fast emerging as a real competitive force against Nvidia in the world of AI-powered GPUs. Amazon joins Oracle, Meta Platforms, and Microsoft as Nvidia ...
TL;DR: Supply of NVIDIA's RTX 5000 series is significantly improving according to rumors, with shipments of Blackwell GPUs increasing by a factor of 10x as of last week. This could be a reaction to AMD's RDNA 4 launch and the success of RX 9070 models ...
Advanced Micro Devices shares rose on Wednesday. While it is not immediately clear what could be driving the stock today, investors could be drawing optimism from fresh data showing the chipmaker expanded its presence in the GPU and CPU markets during the third quarter of 2025.