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AI, AMD
AMD's AI chip revenue miss hits shares amid pressure from Nvidia
By Kanchana Chakravarty and Zaheer Kachwala (Reuters) -Advanced Micro Devices shares tumbled 8% on Wednesday after the company's AI chip revenue failed to meet analysts' high expectations, underscoring its struggle to grab market share from well-entrenched market leader Nvidia.
AMD shares dive as AI chip revenue disappoints investors
Advanced Micro Devices shares fell 9 per cent in premarket trading on Wednesday, after the company's AI chip revenue failed to meet lofty expectations of investors betting billions on growth prospects of generative artificial intelligence.
AMD stops giving AI-chip revenue forecast. History says that’s not a great sign.
AMD did not break out a specific revenue number or forecast for its AI chips, a move that is bothering investors.
AI, Google and NVIDIA
Google's big AI-spending plans are boosting chip stocks like Nvidia
Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek shakeup disrupting the AI narrative.
Nvidia stock pops as Big Tech spending boom cools DeepSeek fears
Nvidia stock rallied on Wednesday as its top customers, Big Tech giants like Alphabet, continue to invest more in the AI boom.
Google expects to spend $75 billion in 2025 to boost AI
Google announces spending $75 billion in 2025, with most of it likely reserved for AI. The company further wants to accelerate its progress with the announced capital expenditures
1h
Forget Tariffs. Trump Faces A Monumental U.S.-China AI Chip War Decision For Nvidia And The World.
President Trump’s TikTok-for-tariffs deal ultimately hinges on a cease-fire in the U.S.-China AI chip war. The consequences ...
5h
on MSN
Mark Zuckerberg Just Delivered Incredible News for Nvidia, AMD, and Micron Stock Investors
Advanced Micro Devices (AMD 4.58%), and Micron Technology (MU 0.82%) plunged on news that a Chinese start-up called DeepS ...
Tech Xplore on MSN
2h
DeepSeek, Nvidia and the AI race that's shaping the future
DeepSeek and Nvidia—stand out among those competing to lead it. Outside the financial world, the story might seem distant—but ...
1d
Nvidia Calls China's DeepSeek an "Excellent AI Advancement": Should Investors Press the Buy Button?
One might think that artificial intelligence (AI) chip king Nvidia (NASDAQ: NVDA) might not be so pleased with the Chinese ...
2d
on MSN
DeepSeek Shocked the AI Market Last Week. Here's Why Nvidia's Latest Move Should Crush the Panic.
This may lead to greater sales of Nvidia's latest GPUs as they can maximize inferencing performance. The company's new ...
1d
on MSN
Senators urge tougher chip controls to stymie Chinese AI advance
Republican Josh Hawley and Democrat Elizabeth Warren blame Silicon Valley for export-ban loopholes that China’s AI chatbot ...
5d
on MSN
Nvidia CEO meets with Trump as administration weighs new limits on chip exports to China
Startup DeekSeek is highlighting advances in China's AI industry. The Trump administration is weighing new restrictions on ...
MarketWatch
1d
Does DeepSeek spell doomsday for Nvidia and other AI stocks? Here’s what to know.
That’s the big question on the minds of investors Monday, given the newfound attention on DeepSeek, a Chinese
AI
app that ...
5d
Why These AI Chip Startups Are Rejoicing Over The DeepSeek Freakout
For a slew of AI chip companies chomping to dethrone Nvidia, DeepSeek is the opening they’ve been waiting for.
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