Desktop PC buyers are paying the price as memory shortages and pricier GPUs choke gaming rig sales ...
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#amd / Page 6
AMD outlook: AI compute demand drives growth as Q2 revenue hits $11.5B and data center jumps 107%. Click for more on AMD stock.
Nvidia Corporation Buy thesis: revenue growth to $108B, P/E 23, liquidity tailwinds, and chart consolidation point to a breakout toward $260-$265. Click for this NVDA update.
Nvidia Corporation delivered solid top and bottom line beats for Q2, with Data Center revenues more than doubling. Read more on NVDA stock here.
Faster than Blackwell, but still no replacement for AMD or Nvidia ... yet ...
Advanced Micro Devices expects Data Center revenue to double in 2027, with server CPU revenue growing above 70%. Read more on AMD stock here.
In the news release, OPAQUE, AMD, Intel, TII, and Other Industry Leaders Collaborate on TRACE, an Open Standard to Advance Runtime Verification for AI, issued ...
AMD's Technical Documentation website explicitly lists Zen 6 desktop CPUs for Socket AM5.
New open specification supported by AMD, Intel, Microsoft, OPAQUE and TII enables reliable hardware-attested runtime and compliance evidence for AI agents ...
A recent analyst note about AMD is getting attention for an argument that has nothing to do with the company's GPU business.