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China’s fast-growing artificial intelligence sector may be readying for major purchases of U.S. chips, creating opportunities—and competition—for the likes of Nvidia and Advanced Micro Devices.

What To Know: According to MLex, Alibaba is considering an order of between 40,000 and 50,000 units of AMD’s MI308 AI accelerators. This development serves as a potent counter-narrative to the bearish ...

This past Wednesday, AMD quietly published what appears to be the first official technical documentation for its upcoming Zen 6 CPU architecture, codenamed Morpheus. This document offers early insight ...

MU's quarterly revenue growth stood at 46.0%, compared to AMD's 35.6%. Furthermore, its revenue growth over the last 12 months was 48.9%, outpacing AMD's 31.8%. MU's LTM margin is superior: 26.2% ...

Nvidia has been the leading AI chip designer since the start of the AI boom, but AMD has been gaining ground. Both companies design the chips powering crucial AI tasks. First, let's consider Nvidia's ...