AMD just launched its new AI chip, but analysts say it's still a year behind Nvidia
Industry analysts say that while AMD's new GPU series is an improvement, it is still behind Nvidia's Blackwell.
Morgan Stanley recently met with Nvidia's management team. Here are the biggest takeaways as the bank eyes another 12% upside for the stock.
Nvidia's Blackwell GPU chips are sold out for the next 12 months, Morgan Stanley said after hosting CEO Jensen Huang and CFO ...
Why Analysts Say They're Bullish on AMD Stock After AI Event Disappointed
Advanced Micro Devices may have disappointed investors with its Advancing AI event Thursday, but analysts said they're still ...
After AMD's AI event, this analyst says Nvidia's stock is the better play
Cantor Fitzgerald analyst C.J. Muse agreed that AMD is "extending its CPU leadership" with the latest announcements, meaning that it's still in a good spot relative to Intel Corp. (INTC) in that ...
Should You Buy Nvidia Stock Before the Blackwell Launch? 1 Incredibly Important Detail May Give You the Answer.
I fully understand that rules set forth by the Securities and Exchange Commission (SEC) pertaining to insider buying and selling are stringent. Right now, it's highly likely that Nvidia's insiders ...
Tesla, AMD Are Victims of High Market Expectations. Watch This From Earnings Season.
Dow, S&P 500, and Nasdaq futures are also falling in premarket trading Friday as the stock market digests the CPI inflation report and the latest jobs numbers.
Microsoft Corporation (MSFT)’s Azure Becomes First Cloud Service to Deploy NVIDIA’s Latest Blackwell AI Systems
We recently compiled a list of the 35 AI News You Should Not Miss. In this article, we are going to take a look at where ...
Impacts12h
AMD Launches New AI Chip
AMD launches a brand-new AI chip that directly targets Nvidia’s GPUs, or data centre graphics processors. TakeAway Points: ...
Morgan Stanley Thinks Blackwell Chips Could Generate $10 Billion in Sales for Nvidia by Q4. Here's 1 Other Figure I'm More Interested to See.
Nvidia's stock price may not see a significant boost given high valuation multiples, unless there are positive signs from ...
Nvidia's Blackwell Chip Faces AMD's MI350 Challenge In 2025: CEO Lisa Su Says, 'Beginning, Not The End Of The AI Race'
AMD plans to ship its next-generation MI350 chip, aimed at competing with Nvidia's Blackwell system, in the second half of ...
EconoTimes1d
Nvidia’s Blackwell Sold-Out for the Year—Stock Buy Surge Expected as AI Market Booms
Nvidias cutting-edge Blackwell AI processors are officially sold-out for the remainder of 2024, pushing the stock buy point ...
Shacknews1d
AMD announces Instinct MI325X AI chip as answer to Nvidia's Blackwell chip
The AMD Instinct MI325X AI Accelerator chip is expected to rollout in early 2025.