AMD's CTO says AI inference will move out of data centers and increasingly to phones and laptops
AMD plans to capitalize on AI inference workloads moving to edge devices, CTO Mark Papermaster tells BI.
AMD
Is the tech industry ready for AI 'super agents'?
AI 'super agents' could revolutionize work, but their computational demands may outpace current tech infrastructure, Barclays analysts warn.
Everyday investors are buying the dip at near-record levels as tariffs spook Wall Street
Retail investors have poured $32.9 billion into stocks since the market sell-off accelerated in late February.
She took down Intel. Now AMD's CEO has a new miracle to perform.
Whether AMD can seize some of Nvidia's estimated 90% market share may come down to the approaches of two Taiwanese-born, distantly related CEOs.
AMD's CEO used a simple question to decide what direction to take the $162 billion chipmaker
"Decisions that we make today, you will really see the impact three to five years down the road," Lisa Su said at a recent Stanford talk.
Chip stocks soar as solid earnings from top tech manufacturer Foxconn point to big AI demand
Chip stocks including Nvidia, Micron, and ASML surged on Monday after Foxconn reported record fourth quarter revenue, pointing to strong AI demand.
Exclusive
Internal document: AWS has planned lower spending on ZT Systems, a data-center-gear maker being acquired by AMD
AWS is designing more hardware in-house as it looks for opportunities to enhance data-center efficiency and reduce costs.
AMD downgraded after BI report on weak demand for its AI chips among AWS customers
Bank of America downgraded AMD on Monday, citing competitive risks in the AI market from Nvidia and low demand impacting growth potential.
AMD CEO Lisa Su says she never met her distant cousin Nvidia CEO Jensen Huang until later in their careers
AMD CEO Lisa Su said she didn't grow up with her distant cousin Nvidia CEO Jensen Huang and that the two didn't meet until "well in to their careers."
Exclusive
Amazon isn't seeing enough demand for AMD's AI chips to offer them via its cloud
AWS has not committed to offer access to AMD's AI chips. That's partly because cloud customers aren't asking for these components.
Stock market today: Indexes slide as chipmaker rout drags tech ahead of key earnings
AMD and SMCI dragged chip shares lower on Wednesday. Investors are awaiting more big tech earnings from Meta and Microsoft.
AMD CEO Lisa Su says GPU and CPU sales are nearly equal. Wall Street thinks that's not enough.
If the central processing unit was the engine of the first age of computing, the graphics processing unit is the next — according to AMD CEO Lisa Su.
AMD still has a gap to close with Nvidia's AI chips
Shares of AMD dropped after its third-quarter earnings call. CEO Lisa Su said that gaining trust in the GPU market takes time.
Chipmakers are having a terrible day in the stock market
Super Micro Computer fell as much as 34% after its auditor resigned, while AMD slid 10% on a disappointing revenue forecast.
Stock market today: Nasdaq closes at a record ahead of key tech earnings
Meta and Microsoft will report earnings on Wednesday, followed by Apple and Amazon on Thursday. The Nasdaq hit a fresh record at Tuesday's close.
Over 90% of AWS's biggest data-center customers are using its homegrown Graviton chips, an executive says
AWS's Graviton chips, launched in 2018, are used by over 90% of its 1,000 largest customers, highlighting its success in custom silicon processors.
Stock market today: Indexes dip ahead of mega-cap tech earnings
Major indexes traded lower on Tuesday as traders awaited for a slew of earnings and economic data ahead of next week's Fed meeting.
Stock market today: Indexes mixed as traders look to recover from chip sell-off
Stocks wavered after Tuesday's chip sell-off. Morgan Stanley shares popped after the bank beat earnings estimates on strong investment banking activity.
AMD just launched its new AI chip, but analysts say it's still a year behind Nvidia
Industry analysts say that while AMD's new GPU series is an improvement, it is still behind Nvidia's Blackwell.
A data center landlord shares what he expects for the future of AI demand and revenue
AI's physical supply chain, including chips from Nvidia, and data centers, is crucial as demand surges.