Oracle to Deploy 50,000 AMD AI Chips in Bid to Challenge Nvidia

Oracle will deploy 50,000 AMD AI chips and launch a new open lakehouse platform, signaling a major push to rival NVIDIA in the enterprise AI cloud race.

AMD: Business Hypergrowth In Sight, I'm A Buyer

Advanced Micro Devices, Inc.'s transformative 6-GW deal with OpenAI is poised to unlock much-awaited hypergrowth. Read why AMD stock is a Buy.

Nvidia shares jump 2% after HSBC upgrade and street high $320 Price target

HSBC upgraded Nvidia to “buy” with a Street-high $320 target, citing expanding AI chip demand and potential recovery in China.

Here’s what the OpenAI-AMD deal says about Nvidia

OpenAI says it’s buying AMD chips to get more compute power. Analysts also see benefits to diversifying away from Nvidia and likely securing favorable pricing.

Nvidia, Marvell, Broadcom Bounce Back After ASML Earnings Boost Investor Confidence

AI chip companies Nvidia, Broadcom, Marvell, and Super Micro Computer stocks recover as ASML reports strong earnings.

Nvidia and AMD Could Be the Biggest Winners as Start-Ups Like Groq Push AI Chip Demand Higher

Today, companies focused on artificial intelligence, such as OpenAI, are aggressively pursuing better AI inference. Groq is benefiting from the trend, resulting in a $750 million fundraising round in September, which boosted its valuation to nearly $7 billion.
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Why This Billionaire Investor Just Dumped AMD for Arm Holdings Stock

Hedge fund manager Philippe Laffont sold most of his AMD stake to buy Arm Holdings, betting on 340% growth by 2030.
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