While AMD's shares have nearly doubled over the past 12 months, compared to Nvidia's 54% gains, there are a couple of reasons ...
Nvidia invested $4 billion in Lumentum, Coherent, and Ayar Labs to secure optical interconnect supply. The deals build ...
AMD has secured Meta as a customer for its Helios rack-scale system, as Nvidia's Blackwell faces heightened competition.
AMD announced a deal with Meta that could be worth as much as $100 billion over five years. The company also issued warrants ...
Which of the modern graphics cards should you be dropping into your PC?
Initial deployments are scheduled to begin in 2H 2026, employing custom MI450-class GPUs optimized specifically for Meta’s AI ...
Both AMD and Intel are repurposing GPU silicon that could be used for the PC into much more profitable workstations instead.
Meta Platforms looks like a nice winner in its deal with AMD.
The rivalry between AMD and NVIDIA has shaped the modern GPU landscape for over two decades. From the days of simple raster rendering to today’s AI-accelerated graphics pipelines, the two chipmakers ...
AMD denies reports of an Instinct MI455X delay, confirms H2 2026 shipments, and reaffirms its AI GPU strategy against NVIDIA Rubin.
By Stephen Nellis SAN FRANCISCO, Feb 25 (Reuters) - Nvidia may have made its immense fortune on the back of specialized ...
Shares of Advanced Micro Devices (NASDAQ: AMD) got a lift after the company agreed to a deal with social media giant Meta ...
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