Nvidia CEO Jensen Huang has projected that AI infrastructure spending will reach $3 trillion to $4 trillion by the end of the decade. After a slate of multiyear, multi-gigawatt deals between OpenAI with AMD,

Advanced Micro Devices ( AMD +7.63%) hasn't fared well in the artificial intelligence (AI) race so far. It has been beaten out by one of its rivals, Nvidia ( NVDA +2.26%). Nvidia has captured a huge chunk of the AI computing market, with AMD only being around as a much cheaper alternative. Almost nobody was using AMD's platform.

Nvidia and AMD have agreed to share 15% of their revenues from chip sales to China with the U.S. government, as part of a deal to secure export licenses

Big Tech earnings results show demand for AI compute is outstripping supply, and the willingness to spend bodes well for Nvidia, AMD and Broadcom, a Cantor analyst says.

Nvidia (NASDAQ: NVDA) exercises a tremendous grip over the global artificial intelligence (AI) semiconductor market, and it managed to attain this status over the years by keeping competitors at bay. The company's technological advantage kept it as the go-to provider of AI chips for companies and governments around the globe.

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Advanced Micro Devices, Inc. partners with OpenAI in a landmark AI deal, boosting growth prospects and challenging Nvidia. Click here for my AMD stock update.

AMD's GPU business is doing "OK," according to Morgan Stanley's Joseph Moore, but he doesn't expect much upside in the near term. The company should still see "meaningful" growth in the third and fourth quarters,

Advanced Micro Devices said Tuesday its revenue rose 36% to $9.2 billion in the third quarter, beating its earlier projection by 8 percentage points. But AMD also projected revenue in the current quarter would rise 25% to $9.

Advanced Micro Devices (NASDAQ:AMD) stock is having a pretty easy time outperforming Nvidia (NASDAQ:NVDA) so far this year, with an impressive 95% gain year to date versus just 31% for NVDA stock. Indeed,

Qualcomm unveils AI200 and AI250 chips to challenge Nvidia and AMD, marking its bold entry into the booming AI data center market.

Upscaling on? Wondering whether to go RTX 5070 Ti or RX 9070 XT? We break down performance, pricing, and DLSS vs FSR to see which mid-range