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While AMD’s GPU chips do not match Nvidia’s chips at the premium level, the AI boom is stimulating the entire market, with emerging large-scale models like OpenAI’s GPT-4o and China’s ...
Even with the new export control curbs related to China that are likely to be an issue for some time, AMD's (NASDAQ:AMD) quarterly results and guidance impressed several Wall Street firms.
Advanced Micro Devices AMD expects to incur up to $800 million in writeoffs associated with its MI308 artificial intelligence products, as the United States has restricted their export to China.
Vinh said there are three main factors behind his downgrade: Increasing concerns regarding the sustainability of AMD's China AI business. "While near-term demand trends are driving increased demand ...
AMD predicted. The concerns weighed on the shares, which were little changed as of 10:45 a.m. in New York on Wednesday. They had declined after the company disclosed the China sales impact ...
The deal represents an effort to strengthen China’s capabilities in high-performance computing, potentially posing a serious ...
Trump tariffs could trip up one of the hottest semiconductor stocks of the past five years not named Nvidia (NVDA). KeyBanc Capital Markets senior research analyst John Vinh slashed his rating on ...
The decision was influenced by several factors, including concerns over the long-term viability of AMD's artificial intelligence (AI) business in China. KeyBanc analysts cited increasing ...
Advanced Micro Devices (NASDAQ:AMD) stock looks relatively expensive at its current price of around $99. We believe there are some minor concerns with ... s GPT-4o and China’s DeepSeek R1 ...