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AMD: Aggressive M&A As A Sign Of Desperation
AMD remains a 'Strong Sell' due to significant overvaluation and persistent underperformance versus Nvidia, especially in AI ...
Nvidia reaches historic 92% GPU market share, leaves AMD and Intel far behind
According to Jon Peddie Research, total sales of dedicated desktop graphics cards reached 9.2 million units in the first ...
Nvidia's competitors are gaining traction in these key industries
High-frequency trading and sovereign AI projects drive demand for non-Nvidia AI chips, as startups offer cost-and ...
Nvidia Stock: Forget AI Data Centers, Is This Market Nvidia's Next Big Growth Driver?
The data center market has been powering Nvidia's growth. It's clear that Nvidia (NASDAQ: NVDA) has been the biggest winner of the artificial intelligence (AI) infrastructure boom. Its graphics ...
Why this key chip technology is crucial to the AI race between the US and China
In the largest single foreign investment in US history, Taiwan Semiconductor Manufacturing Company (TSMC), the world’s “most powerful company” according to US President Donald Trump, unveiled a $100 ...
XDA Developers on MSN13h
PC hardware has stagnated, and it's hard to pin the blame on anyone specifically
PC hardware has undergone a period of immense growth over the last decade. What was once a relatively niche hobby has ...
XDA Developers on MSN21h
The RX 9060 XT just became my favorite GPU — here's why
For the first time, I'm upgrading the GPU directly to AMD's new RX 9060 XT, and for good reason. As useful as my HTPC has ...
Why Intel’s (INTC) Comeback Might Happen Sooner Than Expected
When it comes to INTC, most of Wall Street is sitting on the fence. Intel carries a consensus Hold rating, backed by two Buys, 25 Holds, and four Sells. INTC’s average stock price target is $21.29, ...