On Oct. 6, the stock market rendered a clear and stunning verdict on the future of Advanced Micro Devices (NASDAQ: AMD). In a single session, AMD’s stock price jumped by over 23% to close at $203.71, ...

Nvidia is the undisputed leader when it comes to artificial intelligence (AI) chips for the data center. Advanced Micro Devices has emerged as a worthy competitor, and sales of its latest data center ...

AMD (AMD) is up almost 35% in pre-market trading as it has announced a massive AI infrastructure deal with OpenAI earlier this morning that's worth 6GW, with 1GW ready for deployment by 2026, thus ...

Please have the first look at our AMD-OpenAI update as I dissect the implications of the deal. I will also spend more time to discuss various aspects of the deal economics, value chain impact, and ...