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AMD, Intel and NVIDIA

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 · 1h
Nvidia is moving in on Intel and AMD’s home turf
Nvidia ( NVDA) on Tuesday announced an expanded, multi-year data center agreement with Meta ( META) that will see the chipmaker supply the social media giant with millions of its Blackwell and Rubin G...

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 · 6h
Today in tech: OpenAI's new funding, Nvidia comes for AMD & Intel
 · 1d
Nvidia pushes into Intel and AMD's turf with a 'multigenerational' Meta deal
 · 11h
Chip startup Taalas raises $169 million to help build AI chips to take on Nvidia
Toronto-based chip startup Taalas said on Thursday it had raised $169 million and said it has developed a chip capable of running artificial intelligence applications faster and more cheaply than conv...

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 · 1d
Breakfast News: Nvidia And Meta Ink Huge AI Deal
 · 1d
Stock Market Today, Feb. 18: Nvidia Rallies As Meta Deal Boosts AI Confidence
 · 1d
Nvidia: The Market Wants Proof, Meta Just Gave It
On more positive news, the stock is up over 2.3% on Wednesday after the company announced a multi-year partnership with Meta for AI infrastructure.

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 · 1d
Nvidia’s Deal With Meta Signals a New Era in Computing Power
 · 1d
Nvidia Wins Meta Deal. Its Gain Is Broadcom’s Loss.
6don MSN

AMD has grabbed a little more of the CPU market share but Intel still rules the roost

Though AMD's server sector is raking in the money
TweakTown
3d

AMD's desktop CPU market share grew by almost 15% in 2025, all thanks to Ryzen

AMD's desktop CPU revenue share grew by 14.6% in 2025, driven by Ryzen demand, as AMD continues to gobble up market share from Intel.
CRN
7d

Intel’s Supply Issues Helped AMD Grab Record-High CPU Market Share: Researcher

Intel’s decision to prioritize server CPU production in the face of supply constraints helped AMD achieve an all-time high in overall market share by ceding ground in the PC space, according to CPU-tracking firm Mercury Research.
24/7 Wall St.
1d

Did Nvidia Just Deliver a Crushing Blow to AMD?

Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) has been advancing its AI chip offerings, including the Instinct MI450 series accelerators set for deployment with OpenAI starting in the second half of 2026.
7d

Intel’s tough decision boosted AMD to record highs

Intel had a choice: prioritize server shipments or desktop PC processors, after manufacturing issues caused shortages. Intel chose the former, and AMD's Ryzen sales benefited.
Investor's Business Daily on MSN
6d

AMD taking PC, server market share from Intel

AMD continues to grab market share from Intel in PC and server processors, a Wall Street analyst says. AMD stock rose Friday.
24/7 Wall St.
5d

Three Problems Explain Why Intel Stock Dropped 7.5% This Week

Intel Corporation (NASDAQ:INTC) had a rough week. The stock dropped 7.51% while the S&P 500 (NYSEARCA:SPY) dipped just 1.29% and the semiconductor sector rallied 1.76%. At $46.79, Intel is still up 27% year-to-date and nearly 94% over the past year,
2d

Why AMD stock slipped as much as 5% today

AMD stock was down about 2.5% in midday trading, recovering slightly after falling as much as 5% earlier in the session. The pullback followed reports that production of the company’s Instinct MI455X accelerators has been delayed as engineers work to resolve technical issues.
TweakTown
7h

AMD Zen 6 rumor: 24-core flagship, 20-core and 16-core CPUs - and a 12-core X3D gaming chip?

A regular leaker on X has provided a breakdown of how 'Olympic Ridge' could pan out, and gamers are hopeful for a 12-core single chiplet X3D model.
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