Against a backdrop of strong demand, Nvidia remains a leader in the AI chip market. In fact, according to various reports, the semiconductor giant has a market share of between 75% and 90% in the AI ...

It might not be long before another AI stock-split stock joins the ranks. Broadcom ( AVGO -2.27%) has emerged as a key ...

Industry analysts say that while AMD's new GPU series is an improvement, it is still behind Nvidia's Blackwell.

Advanced Micro Devices may have disappointed investors with its Advancing AI event Thursday, but analysts said they're still ...

The neural processing unit performance of newer chips opens a new front in the battle with Intel and Qualcomm for AI desktop supremacy.

Brian Colello, CPA, is a strategist, AM Technology, for Morningstar*. He covers semiconductor and hardware companies and supports our equity research-linked Indexes business. Colello was a Director of ...

Advanced Micro Devices is making an even bigger push to capture AI workloads with several new processors, data processing units and network interface cards unveiled this week, along with a concerted ...

AMD continues to make excellent progress on the hardware and software front for advancing AI. However, AMD’s performance ...

with a strong potential for growth its Instinct MI300 accelerator is designed to compete directly with Nvidia’s H100 AI chip, ...

AMD has announced that its new MI325X chip, set for release in Q4 this year, is expected to surpass the performance of Nvidia ...

Despite strong sales and good reviews for its AI-related chips, AMD faces an uphill battle. Nvidia's chips use the company's ...

Behind Nvidia's modest gains, the short interest is telling a more dramatic story, revealing a surge in bearish bets ...