Whenever Vamsi Boppana, senior vice president of AI at the chip giant AMD, gives CEO Lisa Su an update on the progress of the company’s software efforts, she always has the same response: “Great job.

Advanced Micro Devices, Inc. is rated Strong Buy due to significant upside potential as it gains AI chip market share from Nvidia. Nvidia’s the poster-child for today’s fear, greed and hype in ...

Both chipmakers are set to benefit from the AI infrastructure boom. Nvidia is the leader in GPU market share with strong revenue growth. AMD has a big opportunity to take a larger share in the ...

The air in New York at AMD’s 2025 Analyst Day last Tuesday was electric — and being there on-site made it even clearer that the real story wasn’t the record-breaking numbers. It was the palpable shift ...