Both stocks should benefit from increasing AI infrastructure spending.

Both chipmakers are set to benefit from the AI infrastructure boom. Nvidia is the leader in GPU market share with strong revenue growth. AMD has a big opportunity to take a larger share in the ...

By Stephen Nellis SAN FRANCISCO, Feb 25 (Reuters) - Nvidia may have made its immense fortune on the back of specialized ...

AMD announced a deal with Meta that could be worth as much as $100 billion over five years. The company also issued warrants ...

AMD has secured Meta as a customer for its Helios rack-scale system, as Nvidia's Blackwell faces heightened competition.

Nvidia invested $4 billion in Lumentum, Coherent, and Ayar Labs to secure optical interconnect supply. The deals build ...

Initial deployments are scheduled to begin in 2H 2026, employing custom MI450-class GPUs optimized specifically for Meta’s AI ...

It's not just data centers, though. Nvidia is also reportedly moving in on Intel and AMD's consumer businesses with its own ...

AMD denies reports of an Instinct MI455X delay, confirms H2 2026 shipments, and reaffirms its AI GPU strategy against NVIDIA Rubin.

Analysts say an Arm chip leveraging Blackwell GPU architecture could eliminate long‑standing Windows‑on‑Arm trade‑offs and ...

All this comes off the back of fresh concerns over US/China chip export controls. An unnamed "senior Trump administration ...