The Nvidia rival AMD is positioning itself for what it believes will be an AI hardware cycle to the tune…
Browsing: AMD
The investment firm formerly helmed by U.S. Commerce Secretary Howard Lutnick is unloading hundreds of millions of dollars in the…
Gavin Baker’s tech-focused hedge fund has sold off its holdings in Meta (META) and AMD (AMD) while rotating aggressively into…
The semiconductor industry is entering a new phase of explosive growth as AI demand shifts from training to inference, according…
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…