AMD’s data center revenue comes up short, leaving investors dismayed
The reaction was perhaps a bit harsh on AMD, which said the data center business grew its sales by 94%, to $12.6 billion, in fiscal 2024. That’s thanks to an increase in sales of its Instinct GPUs and ...
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AMD CEO: Annual AI Chip Revenue To Reach Tens Of Billions In ‘Coming Years’
After making more than $5 billion from Instinct data center GPUs in 2024, AMD CEO Lisa Su said in a fourth-quarter earnings ...
Cantor Cuts AMD’s Price Target as It Expects Modest Guidance Miss
Analysts from investment firm Cantor, led by five-star analyst CJ Muse, have reduced their price target for Advanced Micro ...
Intel Falcon Shores GPU Won't Launch To Market In AI Chip Strategy Shift
Falcon Shores had already undergone multiple revisions before its cancellation. Initially envisioned as a modular "XPU" ...
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AMD instinct MI400 spotted in patches: up to 8 XCDs on dual interposer dies with new Multimedia I/O Die
According to a February 2 report from , AMD is preparing to launch its next-generation Instinct MI400 AI accelerator with a ...
Every Wall Street Analyst Covering Nvidia Stock Expects It to Head Higher -- Here's Why They May Be Wrong
Optimists looking for an encore performance from Wall Street were handsomely rewarded in 2024. Last year, the Dow Jones ...
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Prediction: This Will Be Wall Street's First $5 Trillion Company -- and It's Not Nvidia
which is up to four times as much as Advanced Micro Devices has charged customers for its Instinct MI300X GPU. Having otherworldly pricing power helped to push Nvidia's gross margin to as high as ...