The semiconductor industry is entering a new phase of explosive growth as AI demand shifts from training to inference, according…
Browsing: AMD
AMD CEO Lisa Su says the global demand for artificial intelligence compute is accelerating, driven by a rapid expansion in…
A billion-dollar asset manager says investors should not overlook a secondary beneficiary of the AI chip boom, noting that the…
Cathie Wood is leaning into a less obvious winner in the artificial intelligence hardware race, noting that the market is…
ARK Invest ramped up its exposure to Google and one more AI stock, shifting capital into two of its most…
AI bubble fears appear to be manifesting in the stock market as mega-cap names lose more than a fifth of…
Microsoft CEO Satya Nadella says the company’s new AI Superfactory is built to ensure the benefits of artificial intelligence expand…
Billionaire Ray Dalio’s hedge fund makes a bold push into artificial intelligence, with new regulatory filings revealing billions of dollars…
The chief executive of chipmaker AMD believes that AI giants doubling down on the infrastructure buildout are making the right…
Amazon quietly exited its AMD stake last quarter, and the timing now looks striking as the chipmaker just delivered one…