Nvidia, AMD and stock
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The company still needs a few big deals to move toward its ambition of a double-digit share of the AI data-center market.
A blockbuster OpenAI deal, massive AI chip ambitions, and a moonshot profit forecast--AMD is making its boldest move yet.
An Nvidia G-Sync monitor used to require an Nvidia graphics card. People with AMD cards can now use the G-Sync monitors thanks to new developments.
Advanced Micro Devices, Inc.'s strong Q3 and AI momentum boost outlook, but high valuation and Nvidia rivalry limit upside. Click here to read an analysis of AMD stock now.
AMD projects 60% growth in AI data center revenue, challenging Nvidia. These semiconductor ETFs could benefit from the chip war.
Shares of NVIDIA (Nasdaq: NVDA) dropped 7.1% this week, sinking sharply after hitting a high of $211.34 on Monday morning. Yet, even with the losses, NVIDIA shares had quickly plummeted into correction territory midday Friday.
Advanced Micro Devices (AMD) delivered strong Q3’25 results, with 36% YoY revenue growth and robust performance in Data Center, Client, and Gaming segments.
Some ETFs hold hundreds or even thousands of different stocks, but the iShares Semiconductor ETF holds just 30. It exclusively invests in companies that design, manufacture, and distribute semiconductors, and specifically those that stand to benefit from megatrends like AI.
Advanced Micro Devices has been a scrappy competitor to chip giant Nvidia since the outset of the AI boom. If its revenue and market-share forecasts hold, it will be a much more significant one in the years ahead.
Big tech hyperscalers are doubling down on investment in artificial intelligence (AI) infrastructure. One pocket of the infrastructure realm that is becoming increasingly important is custom silicon.