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Wells Fargo’s Rakers says semiconductor industry to boom to $1T in revenue in 2026: AMD, AVGO stocks in focus
In a CNBC TV interview, Rakers said that a movement from a heavy AI training investment cycle to inferencing has been ...
AMD Chair and Chief Executive Lisa Su said demand for AI was accelerating and required “a new scale of high-performance ...
AMD CEO Lisa Su joins CNBC’s Jon Fortt to discuss 'YottaScale' computing, AI demand, the technology’s impact on the workforce ...
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OpenAI may gain 10% of AMD and gamers won’t like it
In the ongoing war of AI investment, OpenAI has secured itself a new ally: AMD. The chip maker will trade millions of its upcoming Instinct MI450 GPUs for an investment by the AI company, worth up to ...
On CNBC's “Halftime Report Final Trades,” Odyssey Capital Advisors’ Chief Investment Officer Jason Snipe said he likes Advanced Micro Devices, Inc. (NASDAQ:AMD). NVIDIA Corporation (NASDAQ:NVDA), he ...
Speaking to Bloomberg News on the sidelines of CES 2026 in Las Vegas, Su insisted that, despite all the doomsday predictions, AI is the real deal ...
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