AMD Aktie

 

US officials are considering caps on the number of AI accelerators Nvidia can export to any one Chinese company, which would further constrain the chipmaker's re-entry into a crucial market. The Trump administration has talked about limiting Chinese firms to buying 75,000 of Nvidia's H200 chips each, according to people familiar with the matter. Shipments of Advanced Micro Devices' MI325 chips, which have similar capabilities, would also count towards a customer's cap, the people said. These......

OpenAI is a potentially key customer for AMD, and that could add risk for the chipmaker....

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AMD bringt endlich neue Desktop-Kombiprozessoren. Das große Die mit dicker GPU fehlt allerdings....

AMD unveils new AI-focused desktop processors at Mobile World Congress 2026, expanding its Ryzen AI lineup and targeting demanding use cases. Importance Rank:  1 read more...

– Active Phase 3 programs for DURAVYU in wet AMD and DME, the two largest multi-billion-dollar retinal disease markets –...

Collaboration extends U.S.-based manufacturing starting with AMD Instinct MI355X GPU platforms, and scaling to future generations News summary U.S. manufacturing of AMD Instinct™ MI355X 8x GPU platform is now live at Flex's factory in Austin, Texas. Flex will scale with AMD to build......

AMD is stepping up efforts to expand its position in the artificial intelligence semiconductor market, combining long-term customer agreements with equity-linked incentives as it seeks to narrow the gap with rival Nvidia....

AMD secured a five-year agreement with Meta Platforms Inc. to supply up to 6GW of AI chips, a deal Meta said could be worth more than US$100 billion, and which industry observers say establishes AMD as the primary alternative to Nvidia in large-scale AI infrastructure....

Nvidia slips 6% after blowout Q4 as AI spending fears grow, but $78B revenue guidance and rising EPS estimates suggest the dip may not last....

AMDs versprochene AM5-CPUs mit RDNA 3.5 iGPU und besserer NPU sind da. Trotz Fokus auf Unternehmen ist ein Modell auch für Consumer interessant. (Prozessor, AMD)...

News Summary...

New initiative is supported by open-telco models, including a new family of models from AT&T, compute from AMD and TensorWave, datasets from researchers and a new portal for industry contribution and collaboration via GSMA.com/open-telco-ai BARCELONA, March 2, 2026 /PRNewswire/ -- GSMA......

Meta's push to design its own AI chips has reportedly hit major technical and strategic setbacks, forcing the company to scrap its most ambitious in-house training processor and lean more heavily on external suppliers, according to The Information....

A trilateral semiconductor model is emerging, combining Japan's capital, Taiwan's ecosystem expertise, and India's talent. Alongside this, companies including Foxconn, Polymatech Electronics, Nvidia, AMD, Kaynes Semicon, and IBM are deepening India investments, reflecting rising localization, supply-chain ambitions, and expanding AI, packaging, and materials ecosystems despite policy and trade uncertainties....

Lenovo kündigt etliche 2026er Business-Notebooks an. Das Vorzeigemodell ThinkPad T14s kommt mit CPUs von AMD, Intel und Qualcomm – und in Schwarz oder Blau....

The OCUDU Project is the home to CU and DU open source RAN software; the Ecosystem Foundation and associated assets for CI/CD/CT to establish foundational code base for 5G and early 6G Global industry leaders AMD, AT&T, DeepSig, Ericsson, Nokia, NVIDIA, Softbank Corp., SRS and Verizon......

Meta Platforms looks like a nice winner in its deal with AMD....

Investors might be underestimating AMD....