AMD Aktie

 

AMD erweitert sein Helios-Ökosystem mit Hardware, die fest auf ein KI-Modell ausgelegt ist. Die geringe Flexibilität bringt enorme Effizienz. (AMD, KI)...

Paris (www.aktiencheck.de) - AMD-Aktienanalyse der BNP Paribas: Mit einem Kurseinbruch hat die Aktie von Advanced Micro Devices Inc. (AMD) (ISIN: US0079031078, WKN: 863186, Ticker-Symbol: AMD, NASDAQ-Symbol: AMD) auf die Vorlage der Quartalsergebnisse am Dienstagabend, dem 4. August, nach Börsenschluss in den USA reagiert, so Finanzjournalist Egmond Haidt in einer aktuellen Veröffentlichung bei BNP Paribas. [mehr]...

Mit Taalas holt sich AMD einen Spezialisten für Chips, die ein einzelnes KI-Modell direkt in Silizium gießen....

AMD posted record revenue and beat expectations, but the stock fell after SpaceX said it will build its AI infrastructure only on Nvidia. Here's why....

I keep hitting the buy button on Advanced Micro Devices (NASDAQ:AMD), and after this latest quarter I am not close to stopping. My conviction rests on one idea: Lisa Su's team is aiming AMD at inference, and inference is where the durable dollars in AI will land. Training a frontier model is a one-time capital ... AMD Is Focused Correctly So I Continue Loading Up...

SpaceX's earnings call — the first since its IPO disclosure — beat expectations on Aug 4, but the line that moved markets wasn't a revenue figure....

Investors are enthusiastic about AMD stock....

AMD said on August 6 that it has agreed to buy Taalas, a Toronto-based startup focused on specialized AI inference silicon, in a move aimed at improving the efficiency of AI systems worldwide. The deal could help AMD compete in a rapidly growing market where companies need faster, lower-cost computing for real-time applications....

SANTA CLARA, Kalifornien (IT-Times) - Der US-amerikanische Prozessor-Designer AMD hat heute eine Akquisition bekannt gegeben und erwirbt mit Taalas einen Anbieter von KI-Inferenz-Halbleiterlösungen......

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Advanced Micro Devices Inc. is buying Canadian startup Taalas, a move that will let it offer another type of artificial intelligence chip to the burgeoning data center industry....

Taalas' current chip runs a small version of Meta's Llama 3.1, though the company is working on chips for bigger and more advanced models....

Sandisk's revenue has accelerated sharply in recent quarters, while AMD has grown more steadily—a divergence that narrows the historical gap between these chip-sector heavyweights....

Bank of America reiterates Buy on AMD, projecting $30+ EPS by 2030 as its Helios AI racks challenge Nvidia. Here's what investors are missing....

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12-session virtual event explores AI inference, agentic AI, cloud storage, and data management for production AI deployments 38 industry experts from 21 leading technology companies including AMD, DDN, Hammerspace, IBM, Intel, KIOXIA, MinIO, Nutanix, Scality, Solidigm, VAST Data, Western......

AMD and Marvell have both crushed earnings while lapping NVIDIA and Broadcom on year-to-date returns, but their strategies for capturing AI infrastructure spending point in completely opposite directions, and only one of them fits every type of investor....

AMD's brutal 2.49 beta has punished shareholders for years, but at this stage of the AI capex cycle, that same volatility becomes a weapon. The question is whether the current entry point captures the upside before the next catalyst or hands you a painful lesson in timing....

Find insight on Deutsche Telekom, Telstra, AMD and more in the latest Market Talks covering technology, media and telecom....

NEW YORK (dpa-AFX Analyser) - Die US-Bank JPMorgan hat das Kursziel für AMD nach Zahlen zum zweiten Quartal von 385 auf 550 US-Dollar angehoben, die Einstufung jedoch auf "Neutral" belassen. Das Wachstum im Segment Datenzentren dürfte im kommenden Geschäftsjahr ......