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04.03.26 - 17:09
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AMD: Die Nachfrage explodiert (Der Aktionaer)
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Operativ läuft es rund, doch an der Börse schwankt AMD. Am gestrigen Dienstag verlor die Aktie in einem allgemein schwachen US-Markt 3,9 Prozent – deutlich mehr als die Chip-Konkurrenten Nvidia oder Broadcom. Die Nerven der Anleger flattern. Doch CEO Lisa Su macht auf einer Investorenkonferenz der Großbank Morgan Stanley klar: KI pusht die Nachfrage nach Rechenleistung in einem größeren Ausmaß als bisher angenommen....
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03.03.26 - 17:06
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AMD Looks to Displace Intel With World’s First Copilot+ Desktop Chips (24/7 Wall St.)
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The AI PC market is poised for explosive growth, projected to expand at a compound annual growth rate (CAGR) of 30% from 2025 to 2034, surging from $91.2 billion in 2025 to nearly $967 billion by the end of the forecast period. This rapid escalation is fueled by increasing demand for on-device AI capabilities in ... AMD Looks to Displace Intel With World's First Copilot+ Desktop Chips
The post AMD Looks to Displace Intel With World's First Copilot+ Desktop Chips appeared first on 24/7 Wall St.....
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03.03.26 - 00:48
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US considers capping Nvidia H200 sales at 75,000 per Chinese customer (SCMP)
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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......
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