Good morning. AMD’s Lisa Su and Enrique Lores of HP met more than a dozen years ago, before either was CEO of their respective companies. When I had an opportunity to talk to them together this past ...

AMD has been quite busy this month. It first revealed its agreement with OpenAI for 6 gigawatts of power for OpenAI's AI infrastructure across multiple generations of AMD Instinct GPUs. This agreement ...

The gains come on the back of improving earnings, a recovering CPU market and surging interest in GPUs for artificial intelligence applications ...

Advanced Micro Devices Inc., Nvidia Corp.’s nearest rival in AI processors, said Oracle Corp. will deploy a large batch of its forthcoming MI450 chips next year.

Oracle will offer cloud services using Advanced Micro Devices' upcoming MI450 artificial intelligence chips, the companies said on Tuesday, as they rush to tap the booming demand for infrastructure to ...

NVIDIA stock presents outstanding revenue growth during critical periods, higher profitability, and comparatively lower valuation compared to Advanced Micro Devices stock ...

Oracle and Advanced Micro Devices are expanding their partnership with the deployment of 50,000 AMD graphic processing units next year, with further expansion to follow.

Discover why Advanced Micro Devices, Inc. stock is rated a Sell despite OpenAI partnership hype. Click for our update on AMD overvaluation risks and price targets.

AMD stock is up 93% year-to-date, crushing Nvidia. But can the AI underdog's risky bets topple a $4.5-trillion titan? Let's break down the high-stakes chip battle.

NVIDIA (Nasdaq: NVDA) recently agreed to a partnership with OpenAI that could see the company invest up to $100 billion into the company in exchange for 10 gigawatts worth of chip purchases. Shortly ...

The short-term setup could be promising for AMD’s stock, according to Bernstein. But delivering over a longer period gets more complicated.

AMD has 1.6 billion shares outstanding, so the potential dilution is over 10%. The stock would have to reach a lofty market value of over $1 trillion for AMD to reach $600, leaving OpenAI with a ...