If AMD and Nvidia can sell chips to China, will it be profitable?
A 25% cost-of-goods hit comes out of the gross margin.
Moore Threads files IPO, raises $1.1 billion
Will that be enough to put them in league with AMD or Nvidia?
Nvidia’s ‘Game of Thrones’
It’s hard to win a throne, and harder still to keep it.
AMD will pay Trump’s protection money
The company is willing to pay 15% tax on AI chip shipments to China.
AMD gets closer to revealing the MI430X GPU
Destined for supercomputer and AI factories.
GPUs vs. ASICs—the threat from within
Some of AMD’s and Nvidia’s biggest customers are building their own AIPs.
Q3’25 PC GPU shipments increased by 2.5% from last quarter, which might suggest a creep forward
Data center GPUs were up an average of 145% from last quarter.
AMD retains first place on the Top500 list
Powers 177 systems, 35% of world’s most powerful supercomputers.
AMD posts 54% adjusted gross margin; PC chip sales jump 46% to $2.8B
AI chip demand drives strong data center revenue for AMD.
AMD: The open alternative to Nvidia
AMD—From silicon supplier to open AI platform partner.
Super-duper computer—AMD does it again
AMD is going to do it even more.
First made-in-USA Blackwell rolls out
TMSC proves its fabability is transferable.