China narrows AI gap with US 3 years after initial ChatGPT shock
Chinese government authorities sent urgent requests to various experts, including professors from Tsinghua University, to provide briefings on…
How Investors May Respond To Advanced Micro Devices (AMD) Rack-Scale AI Push With Vultr And HPE
In early December 2025, Vultr revealed it is building an AI supercluster in Springfield, Ohio using 24,000 AMD…
As AI Data Center Demand Surges, Taiwan Semiconductor Manufacturing Could Be the Biggest Long-Term Beneficiary
The AI data center market is booming, with AI infrastructure spending expected to exceed $3 trillion by 2030.…
The Data Center Boom Is Just Starting, Making AMD a Long-Term AI Power Player
While sometimes overlooked, AMD has a big AI opportunity in front of it. Its partnership with OpenAI should…
Chip Stocks Fall Ahead of Nvidia Earnings on AI Profit Concerns
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) shares fell about 3% on Tuesday morning trading as investors…
Chip Stocks Jump as AMD Forecasts Massive AI-Driven Revenue Boost
This article first appeared on GuruFocus. U.S. stocks opened higher on Wednesday as upbeat earnings and renewed AI…
AMD Predicts Accelerating Sales Growth Driven by Data Centers
Advanced Micro Devices Inc., Nvidia Corp.’s nearest rival in AI chips, predicted accelerating sales growth over the next…
OpenAI Funding Questions Put Stress on Stock Market’s AI Rally
The stock market’s euphoria toward artificial intelligence has quickly been overtaken by a bout of skepticism, triggering a…
OpenAI CFO Says Bubble-Wary Market Needs More AI ‘Exuberance’
OpenAI Chief Financial Officer Sarah Friar suggested the market is overly focused on anxiety about a possible bubble…
AMD’s Outlook Fails to Wow Investors After AI-Fueled Rally
Advanced Micro Devices Inc., the main contender to Nvidia Corp. in the artificial intelligence chip market, failed to…
Supermicro Smashes AI Trading Records With Intel And Micron — What’s Powering The Surge?
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Super…
How Analysts Say the AMD Story Is Shifting After Major AI and OpenAI Milestones
Advanced Micro Devices has seen a notable increase in its Fair Value Estimate, rising from approximately $214 to…