The Current And Future Path To AI Inference Data Center Optimization
While training has been the focus, inference is where AI's value is realized. Training clusters need large amounts of power.
AMD stock drops nearly 10% on earnings as AI data center business disappoints. Meanwhile, Nvidia pops
AMD stock is down as the AI chipmaker beat Wall Street expectations for its top and bottom line numbers, but fell short on ...
AMD's AI Data Center Revenue Soars but Shares Sink. Is It Time to Buy the Stock on the Dip?
Advanced Micro Devices (NASDAQ: AMD) shares fell following its Q4 earnings report as its data center revenue soared but still ...
1 Data Center Stock to Buy on the DeepSeek Dip (Hint: It's Not Nvidia)
DeepSeek built a competing large language model (LLM) to OpenAI's ChatGPT, but claims that it trained the model with old ...
CIO Dive4d
Data center spend on chips nearly doubled last year: Gartner
Despite the banner year for semiconductors, downstream effects of Trump tariffs on the industry remain unclear.
AMD reports profit beat, but misses on data center revenue
AMD reported $3.86 billion in data center sales, which was up 69% on a year-over-year basis. The company said the increase ...
Looking for a Data Center Investment Opportunity That's Not Nvidia? This Stock Could Be for You.
For much of the last two years, Nvidia has been the biggest player in town when it comes to data center processors.
AMD’s data center revenue comes up short, leaving investors dismayed
The reaction was perhaps a bit harsh on AMD, which said the data center business grew its sales by 94%, to $12.6 billion, in fiscal 2024. That’s thanks to an increase in sales of its Instinct GPUs and ...