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.
It's working with OpenAI to improve AMD's software, which controls its GPUs. AMD only needs to capture some market share to be a winning stock pick. But investors will also want to factor in the ...
Nvidia's RTX Spark is competing in a space that AMD kickstarted over a year ago.
Advanced Micro Devices is rapidly gaining share in the AI accelerator market, with 2024 data center revenue nearly doubling to $12.6B. The MI350 series, launching mid-2025 with 35x inference ...
This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. AMD performed well on the Llama2-70B single node submission, +/- 10% of the Nvidia B300 GPU.
While the eyes of the tech world were firmly affixed on Nvidia last week for its GTC event and the unveiling of its new Groq language processing unit (LPU), its big rival doesn’t look to be sitting ...
Nvidia controls an estimated 80% of the AI accelerator market. Existing infrastructure and software reinforce Nvidia's dominance. Despite competitive challenges, AMD has earned business from key ...
Nvidia and AMD are entering into a period of intense competition. Nvidia went after AMD’s business with a partnership with Intel in September. AMD is hitting back with an OpenAI partnership to ...
One of the reasons why Nvidia established such a massive lead over AMD is its technology stack. While Nvidia makes graphics processing units (GPUs) that are arguably better than what AMD has offered ...
NVIDIA vs AMD remains the defining competition in 2026 as Blackwell RTX 5090 delivers 70 PFLOPS FP4 inference while AMD RDNA 5 RX 9070 XT achieves 20 PFLOPS FP8 training at 40% lower price. Graphics ...
Indeed, the semiconductor industry appeared caught off guard when it became clear that Nvidia's AI accelerators powered OpenAI's game-changing GPT-4 AI platform in 2023. Nvidia was so far ahead of ...