Nvidia, the world’s largest company, began outperforming rival Advanced Micro Devices in early July.

One of the reasons why Nvidia established such a massive lead over AMD is its technology stack. While Nvidia makes graphics processing units (GPUs) that are arguably better than what AMD has offered ...

A new benchmark built from real coding-agent sessions gives Nvidia a major cost-efficiency advantage over AMD—and suggests ...

AMD (Nasdaq:AMD) has acquired AI software startup Brium, in a move potentially aimed at challenging Nvidia’s dominance in AI software and strengthening support for machine learning workloads on AMD ...

Nvidia (NVDA) still stands strong as the dominant force in AI computing. However, Advanced Micro Devices (AMD) is building ...

AMD just posted its best quarter ever while Nvidia shipped its way toward a trillion-dollar runway, and now every hyperscaler ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. AMD says it has a major advantage in the AI chip race against Nvidia: being more open. AMD has long ...

VMware hasn’t ruled out building an AI Factory for Nvidia and its AI Factories. But for now, the virtualization giant has ...

While the eyes of the tech world were firmly affixed on Nvidia last week for its GTC event and the unveiling of its new Groq language processing unit (LPU), its big rival doesn’t look to be sitting ...

To me, AI system control share is the portion of AI revenue a company earns from selling full platforms, including hardware, software, and reference architectures, rather than just individual AI ...

Nvidia’s $5B investment and NVLink-based joint CPU+GPU product roadmap makes Intel the “picks-and-shovels” CPU supplier to Nvidia’s AI platform growth. With hyperscalers expanding GPU fleets (AWS +2M ...