Data center call takeaways, NVDA strong In a new market commentary, Mizuho Securities analysts highlighted key takeaways from their call with a data center expert, discussing the anticipated strong outperformance of Nvidia (NASDAQ:NVDA) and ... 06/28/2024 - 1:48 am | View Link
AMD: Data Center Supply Constraints, Gaming Revenue Decline Results In HOLD Rating AMD's MI300 accelerators hit $1 billion in sales quickly, but supply chain issues and competition with NVIDIA may impact revenue forecasts. 06/25/2024 - 11:59 am | View Link
AMD (NASDAQ:AMD) Shrugs Off Data Breach Concerns Meanwhile, this isn’t AMD’s first face-off with hackers. In 2022, the hacking group RansomHouse claimed access to 450GB of AMD’s data. At the time, the data breach was attributed to weak passwords set ... 06/19/2024 - 11:19 pm | View Link
Intel battles AMD with new data center chips Intel launched its next generation Xeon server processors on Tuesday as it looks to claw back data center market share and revealed that its Gaudi 3 artificial intelligence accelerator chips would be ... 06/3/2024 - 10:22 pm | View Link