When OpenAI released ChatGPT in 2022, companies started spending billions on GPUs to train AI models. Nvidia led the market for graphics processing units (GPUs), so it was the right company at the right time to deliver monster returns to investors.

Corporate America just kicked off a new quarterly earnings season. Over the next few weeks, hundreds of companies will report their latest financial results, but Wall Street will be most focused on those leading the artificial intelligence (AI) race.

We recently published a list of 10 AI News You Should Take a Look At. In this article, we are going to take a look at where Advanced Micro Devices, Inc. (NASDAQ:AMD) stands against other AI news you should take a look at.

Wall Street forecasts Advanced Micro Devices will report revenue of $7.53 billion for Q4, up 22% year-over-year, in-line with management guidance of $7.5 billion, plus or minus $300 million. Earnings of $1.09 per share, a 41.5% increase, are expected.

In addition, while Nvidia has a comprehensive software ecosystem named CUDA, this is more focused on training utilizing high-performance graphics processing units like the H100. Inference workloads will be less reliant on CUDA, so AMD has an opportunity to compete with its open-source ROCm stack and cost-efficient solutions.

Advanced Micro Devices (AMD -6.37%) has been a top performer in the semiconductor industry over the last decade. The fabless chip stock has grabbed market share from Intel PCs and

Advantest Corp. raised its annual forecast above analyst estimates on strong demand for chip testers, a move that may allay concerns that Chinese startup DeepSeek’s rise would dampen big artificial intelligence-related spending.

Advanced Micro Devices' stock price fell to new 52-week lows. Click here to find out the factors that present a strong buying opportunity for AMD stock.

Advanced Micro Devices (AMD – Research Report), the Technology sector company, was revisited by a Wall Street analyst today. Analyst Ben

Our expert who first called NVIDIA in 2009 is predicting 2025 will see a historic AI breakthrough.

Nvidia's position in AI could be challenged by DeepSeek’s efficient models. Learn why NVDA stock might face challenges from the rise of GPU-agnostic AI.

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