AMD Aktie

 

Steht die AMD-Aktie vor dem KI-Durchbruch? CEO Lisa Su möchte den Chipriesen mit milliardenschweren Partnerschaften und neuen KI-Systemen in Richtung Wachstum treiben....

Nvidia's power in AI has never rested on GPU performance alone — it has also depended on the CUDA software ecosystem. That moat is now facing a new variable as AMD deepens its challenge through software, systems, and partnerships with Anthropic....

AI infrastructure competition is intensifying, but the market is no longer focusing only on GPU performance and is instead re-evaluating the entire computing system. For AMD, the chance to turn software improvements into market share is now emerging, but two hurdles remain: whether ROCm can run stably in large clusters and whether Helios can enter mass production and ship on time....

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Nvidia, AMD, and Broadcom all look like buys on this sell-off....

I keep hitting the buy button on Advanced Micro Devices (NASDAQ:AMD) because second place in this cycle is the seat I actually want to own. First place is priced like it will never stumble. Second place gets paid every time a hyperscaler writes a check to make sure it never has to depend on first ... I'm Loading Up on AMD Because It Proves That Coming in Second Place Creates Asymmetric Upside...

The NASDAQ correction is shaking up semiconductor rankings in a way that defies the usual AI playbook, and the names leading the surge carry valuations that raise serious questions about what happens next....

Here are some of the companies making headlines in midday trading....

Wall Street's mixed reaction to Tuesday's announcement reveals more about the partnership's real stakes than the megawatt count does....

Here are the biggest calls on Wall Street on Wednesday....

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AMD stock has gained 128% so far this year, but its rally may just be getting started....

Alphabet's AI momentum across Search and Cloud, alongside updates on AMD and RTX, highlights growth opportunities and key execution risks investors are watching....

Weniger RAM und KI-Leistung: AMD hat die bislang kleinste RX-9000-GPU vorgestellt. Asrock zeigte kurz ein Modell mit nur 4 GByte RAM. (Grafikkarten, AMD)...

Aewin Technologies has introduced a four-product server lineup built around AMD's newly launched EPYC 9006 processor family, targeting AI, general-purpose computing and storage workloads. The launch comes as demand for server architectures continues to fragment across training, inference, enterprise IT and data storage use cases....

One trades at a 23x revenue multiple with $6.7B in free cash flow; the other is burning cash and facing litigation....

South Korea has signed two memorandums of understanding with Advanced Micro Devices (AMD) to strengthen its AI semiconductor ecosystem and accelerate heterogeneous computing infrastructure. The agreements, announced after meetings between South Korean science and ICT officials and AMD leadership, are aimed at supporting the country’s push to build a national AI power base....

Core Scientific and AMD have announced a significant partnership to boost AI infrastructure and address the growing demand for artificial intelligence technologies. Under the agreement, AMD will gain access to more than 500 MW of US data center capacity starting in 2027, with the potential to scale up to 2.5 GW....

AMD trades at a steeper valuation despite slower profit margins, while Arista's high customer concentration adds risk to its premium profitability....