13 articles
AMD CEO Lisa Su forecasts a 100-fold increase in AI computing demand over the next 4-5 years, while modern robotics prioritize practical functionality over human-like appearance.
AMD might bring back its older AM4 processors as DDR5 memory costs skyrocket, offering budget-conscious PC builders a more affordable path forward.
Fresh benchmark data reveals NVIDIA H100 and B200 delivering the lowest inference costs for Llama 3.3 70B, with Google TPU v6e and AMD MI300X falling behind in tokens-per-dollar efficiency.
AMD has expanded its space-grade Versal XQR chip lineup with new packaging built to withstand harsh aerospace conditions, boosting durability and performance for extended missions.
China is banning foreign AI chips from government-funded data centers, threatening Nvidia, AMD, and Intel's market access while pushing for complete tech independence in the AI sector.
AMD's recent Analyst Day presentation reveals ambitious projections for AI and data center growth, forecasting a $1 trillion market opportunity by decade's end.
AMD announced aggressive long-term targets including $20+ earnings per share and 35%+ annual revenue growth — significantly above Wall Street's bullish estimates.
AMD is set to reveal a dramatically higher AI chip market forecast, boosting its outlook to as much as $850 billion by decade's end. If its massive OpenAI infrastructure deal pans out, analysts believe the company could hit $15–$18 earnings per share by 2030
JPMorgan's latest analysis suggests the AI sector will maintain strong momentum into 2026, driven by infrastructure spending and genuine demand rather than speculation.
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