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AMD shares gained 7.7% over the past month on robust Data Center and AI Instinct GPU momentum. However, high valuation, supply chain constraints, and competitive pressure from NVIDIA and Broadcom kee…
AMD, Cisco, and HUMAIN expanded their AI infrastructure partnership in Saudi Arabia, launching Instinct MI355X deployments with plans to reach 1 GW capacity by 2030. The sovereign AI initiative stren…
AMD's data center revenue doubled to $6.72B in Q2; Marvell's AI infrastructure revenue hit 76% of total. Both massively outpaced NVIDIA and Broadcom in 2025 stock gains, cementing their roles as high…