Nvidia Earnings: Revenue Boom Fuels AI Hype
Fair value estimate for the stock raised to $730 from $480 as we upgrade our long-term profit and revenue expectations.
Source: morningstar.com
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Don't Bet AMD Stock Can Rise On $150 Billion AI Chip Market
With AMD behind in GPU software and the company's data center revenues expected to grow at 30% a year through 2027, the stock already reflects very optimistic assumptions
Source: forbes.com
Intel just called out Nvidia | Digital Trends
The entire industry is motivated to eliminate the CUDA market, said Intel CEO Pat Gelsinger.
Source: digitaltrends.com
AMD goes after Nvidia with AI accelerator and software library
AMD has signed up major hardware companies to support its latest initiative to build out datacentre AI optimisation.
Source: computerweekly.com
IBM extends its goals for AI and quantum computing, shows off roadmap
What stood out was IBM's demonstration of a much tighter connection between its research work on advanced technologies and the rapid "productization" of this work into commercial...
Source: techspot.com