Advanced Micro Devices (AMD) reported strong first-quarter results, highlighted by a 57% year-over-year growth in its Data Center segment and improved gross margins by 3 percentage points. Despite this operational strength and disciplined expense management, AMD's valuation has become stretched, with a forward P/E of 30x compared to Nvidia's 17.6x. Given AMD's slower growth relative to Nvidia and higher valuation, the analyst downgraded AMD to Hold, suggesting Nvidia is currently a more attractive investment option for portfolio rotation.
Shares of major chipmakers like ASML, AMD, and Micron dropped sharply after reports that a Chinese state-backed firm started mass-producing domestic deep ultraviolet (DUV) lithography machines. This development threatens sales of older-generation too...
Shares of AMD have more than doubled in 2026, boosted by strong AI semiconductor demand highlighted at its Advance AI event. Analysts raised price targets significantly, with some expecting AMD's stock to nearly double from current levels. The levera...
AMD introduced its Helios rack-scale AI solution, claiming a 30% improvement in inference tokens per dollar compared to Nvidia. The company secured significant AI infrastructure contracts, including a 2GW compute deal with Anthropic and deployments o...
AMD's Advancing AI 2026 event showcased its transformation into a full-stack AI infrastructure provider with new platforms like Helios, MI450, and Zen 6 Venice. Major tech companies including Microsoft, Meta, and OpenAI have committed to AMD's AI inf...
VAST Data has expanded its collaboration with AMD to enhance AI infrastructure for inference workloads. The partnership integrates VAST's AI Operating System with AMD's 6th Gen EPYC CPUs, Instinct GPUs, and Pensando AI NICs to improve efficiency, fle...
