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Nvidia dominates AI chips, but BofA sees AMD closing in
TheStreet11d agoneutral
Nvidia dominates AI chips, but BofA sees AMD closing in

Twenty years ago, Advanced Micro Devices Inc. (AMD) spent the better part of a decade selling processors into a market Intel dominated, waiting for the moment Intel could not keep pace with demand on its own. That moment eventually arrived, and AMD converted patience into real share of the server ...

Nvidia (NVDA) Bets on Design Tools While AMD (AMD) Scales the Hardware Stack
Insider Monkey11d agoneutral
Nvidia (NVDA) Bets on Design Tools While AMD (AMD) Scales the Hardware Stack

Nvidia Corporation (NASDAQ:NVDA) already sells the chips that train and run the world’s AI models. On July 26, the company made a case for owning a lot more of the design process too, expanding NVIDIA Agent Toolkit for engineering with the PhysicsNeMo and CUDA-X libraries that let software agents run physics simulations, solvers, and even […]

MACOM Technology Solutions Q3 Earnings Call Highlights
MarketBeat11d agoneutral
MACOM Technology Solutions Q3 Earnings Call Highlights

MACOM Technology Solutions (NASDAQ:MTSI) reported record fiscal third-quarter results, citing strong demand across its data center, industrial and defense, and telecom markets. The company also issued fourth-quarter guidance that calls for another sequential increase in revenue, margins and adjusted