I see Advanced Micro Devices, Inc. at a crossroads — Is it going to be the Nvidia or the next Intel? I believe Nvidia's Q4 ...

The AI chip market is booming, driven by autonomous vehicles, generative AI, and edge computing, with Nvidia, Intel, and AMD ...

A rather unexpected metric is perhaps the one from Morgan Stanley (via @Jukanlosreve) that counts the wafer consumption of AI ...