AMD and NVIDIA both reported strong AI-driven revenue growth, with AMD's Data Center revenue doubling and NVIDIA's more than doubling on a much larger base. NVIDIA focuses on a closed, full-stack AI platform approach, while AMD promotes an open, memory-rich coalition model with its Helios system. AMD's strategy targets the inference-heavy phase of AI, potentially offering better cost efficiency. Investors are watching AMD's Helios shipments and NVIDIA's Vera Rubin product ramp to see which approach will dominate as AI demand grows.
Advanced Micro Devices (AMD) reported record Q2 revenue of $11.54 billion, a 50% increase year-over-year, driven by strong demand in data centers. Management raised the total addressable market (TAM) for CPUs to $220 billion by 2030, expecting a 50% ...
AMD reported strong AI-driven revenue growth with its Instinct GPUs and EPYC CPUs, doubling its Data Center revenue in 2026 and expecting further growth in 2027. However, Broadcom poses a significant threat by co-designing custom AI chips with major ...
VanEck Fabless Semiconductor ETF (SMHX) is rated a Buy due to its top holdings' strong positions across AI infrastructure, supporting robust revenue and free cash flow growth. The ETF's concentrated portfolio, with over 45% in NVIDIA, Broadcom, and A...
Nvidia's latest AI chips deliver significantly higher performance than China's best, Huawei's Ascend 910C, which is less than half as powerful as Nvidia's three-year-old H200 chip. Nvidia has since advanced through multiple chip generations, with its...
The August jobs report showed stronger-than-expected job growth with 162,000 jobs added and unemployment steady at 4.1%, easing concerns about labor market weakness. This shifts the Federal Open Market Committee's (FOMC) attention fully to inflation ...
