The second edition of the research firm’s InferenceMAX benchmark, now known as InferenceX, saw Nvidia’s GB300 NVL72 system as the king of the hill, boasting performance levels of up to 100x over a strong H100 baseline in some configurations on what was an apparent first third-party evaluation of the rack-scale system.

AMD launched the latest version of its ROCm AI software stack last week, putting it in a better position to compete with Nvidia for AI hardware customers. Although the performance of AI chips is a key selling point, the software ecosystems also play an ...

Whenever Vamsi Boppana, senior vice president of AI at the chip giant AMD, gives CEO Lisa Su an update on the progress of the company’s software efforts, she always has the same response: “Great job. You need to go faster.” It may seem unusual for a ...

It's working with OpenAI to improve AMD's software, which controls its GPUs. AMD only needs to capture some market share to be a winning stock pick. But investors will also want to factor in the chipmaker's current valuation. 10 stocks we like better than ...

US stocks rebound as tech stocks and software names surge, boosted by the AMD–Meta AI deal while tariffs and geopolitical risks keep traders cautious.

Nvidia, AMD, Palantir and Intel crashed today: Nasdaq plunged 300+ points as key AI and chip stocks sold off sharply. Nvidia fell over 3%, AMD dropped more than 15%, Palantir slid nearly 12% and Intel lost about 4%.

Nvidia and AMD are entering into a period of intense competition. Nvidia went after AMD’s business with a partnership with Intel in September. AMD is hitting back with an OpenAI partnership to potentially break Nvidia’s monopoly. Follow 24/7 Wall St ...