Nvidia vs AMD Competition

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Bessent Sees Nvidia, AMD China Agreements

Bessent sees Nvidia, AMD China agreements as a model for others

Treasury Secretary Scott Bessent said the recent deal to allow Nvidia Corp. and Advanced Micro Devices Inc. to resume lower-end AI chip sales to China, on the condition they give the US government

WOWK-TV on MSN · 1h

Trump’s China deal on Nvidia, AMD AI chips prompts security concerns

President Trump’s reversal on previously blocked chip sales to China has sparked cries that the White House is selling out America’s security concerns in a bid to raise revenue. Trump on Monday agreed to allow tech giants Nvidia and AMD to secure export licenses to sell their advanced artificial intelligence (AI) chips in China in

The Associated Press - Busines… · 3d

Nvidia and AMD to pay 15% of China chip sale revenue to US government in an unusual agreement

Nvidia and AMD agreed to share 15% of their revenues from chip sales to China with the U.S. government, a U.S. government official has confirmed. President Donald Trump’s administration halted the sale of advanced computer chips to China back in April over national security concerns,

2don MSN

Billionaire David Tepper Is Selling Nvidia and AMD for a Cutting-Edge Company With an Addressable Market in Excess of $200 Billion

Appaloosa's billionaire investor has swapped out two artificial intelligence (AI) hardware goliaths for a rapidly growing ...

10h

AI wars: is the Nvidia share price under threat from rival AMD?

Up 56% in a year, the Nvidia share price looks unstoppable. But a new AI chip from rival AMD threatens to put a spanner in ...

Lisa Su Runs AMD—and Is Out for Nvidia’s Blood

While everyone else has been talking about Nvidia’s GPUs, Lisa Su has discreetly turned AMD into a chipmaking phenom. And as ...

East Bay Times4mon

AMD gets another downgrade on tough competition with Nvidia

Including Jefferies, at least eight firms have lowered their view on AMD this year. Some, including HSBC and Melius, have specifically cited the difficulty of competing with Nvidia.

AMD is Nvidia Blackwell's 'closest' competition, strategist says

Advanced Micro Devices' (AMD) forecast left out revenue from its MI308 chip as China license reviews continue, raising fresh ...

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