AMD Advancing AI 2026 keynote on July 23 arrives as Cantor Fitzgerald raised AMD’s price target to $700 today. AMD Helios packs 31 TB of HBM4 memory versus Vera Rubin’s 20.7 TB — but trails Nvidia on ...
The acquisition could help enterprises use costly memory more efficiently across AMD’s data-centre stack, though analysts say ...
AMD and Intel have teamed up to create a shared AI computing standard that could make future PCs and laptops faster at ...
Learn more About two weeks ago, Advanced Micro Devices announced the acquisition of MEXT, a start-up that has built ...
Analyst Tom O’Malley raised his AMD price target to $665 from $500 and kept an Overweight rating. His core argument was that ...
While the market has been driven higher by artificial intelligence (AI) stocks over the past few years, these stocks have ...
OpenAI and Meta each committed six gigawatts of AMD infrastructure, with initial Helios deployments beginning during H2 2026.
Nvidia and AMD have been two of the best-performing stocks of the last decade and continue to look well-positioned for the ...
AMD (NasdaqGS:AMD) has agreed its largest AI chip deal to date with Meta Platforms, tied to a multi-year 6-gigawatt Instinct GPU rollout. The agreement includes up to 160 million share warrants for ...
The specification, called Advanced Compute Extensions, or ACE, lays out a way to handle AI operations more efficiently on x86 processors. It is not aimed at ...
There's more to AI chips than Nvidia. Both of these contenders have much to offer, but one is a clear winner moving forward.
Buy Intel (INTC) for 2026 AI inference infrastructure. The thesis is Intel’s dual role—chip designer plus scaling Intel Foundry—gives it a “sovereign foundry” revenue stream and reduces AMD’s ...