TSMC reported $14.5 billion in July revenue, up 45% year-over-year. With Nvidia, AMD, Apple, and Broadcom driving relentless ...
The GPU market is a hellscape right now, and Nvidia's RTX 50 Super isn't coming to save us all (not that it would even if it did arrive). If you want a new GPU, my advice is not to get one. But what ...
The chart below illustrates the forward price-to-earnings (P/E) ratios for Nvidia and AMD. The trends reveal a striking divergence: AMD currently trades at a forward P/E of 63, while Nvidia sits at 24 ...
Great. Good morning, everybody. I'm John Vinh with KeyBanc Capital Markets. I cover semis here. We're pleased to have AMD with us this morning and pleased to have Matt Ramsay, Corporate Vice President ...
Prices on NVIDIA GPUs have entered the stratosphere, so we've scoured the market for affordable gaming GPUs and actually found a few.
Who has the money to buy a new GPU right now, especially when the CPU can help?
The outcome will be accelerated data center deployments and capacity, and AMD isn’t the only winner. Like NVIDIA (NASDAQ: NVDA), it has an ecosystem of partners to make it all work, and they are ...
AMD and Broadcom both just posted monster AI quarters, but only one of them actually complements an Nvidia position without picking a fight with it. The case for each comes down to a fundamental ...
NVIDIA RTX Spark's leaked Geekbench scores show strong CPU performance, beating AMD's Ryzen AI Max+ 395 and Intel's Core Ultra 9 275HX.
Intel today launched its annual Gamer Days 2026 campaign with a headline offer that hands buyers of qualifying hardware free digital copies of two of the season's most anticipated games — STAR WARS: ...