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

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,

The Hill on MSN · 2d

Nebraska Republican: Trump’s Nvidia and AMD China agreement ‘not a good deal’

Rep. Don Bacon (R-Neb.) said Monday evening that President Trump’s unusual agreement with major chipmakers Nvidia and AMD to share some of their revenue from chip sales in China is “not a good

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 ...

12h

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 ...

3don MSN

Nvidia, AMD stock plunge after revenue sharing deal with US, but analysts eye opportunity

Nvidia’s stock (NASDAQ: NVDA) took a hit in pre-market trading on Friday, dropping about 1.16% to $180.61. The slide came ...

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 ...

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.

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