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Intel, NVIDIA and AMD

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Overview
Highlights
 · 41m
Nvidia is moving in on Intel and AMD’s home turf
Nvidia ( NVDA) on Tuesday announced an expanded, multi-year data center agreement with Meta ( META) that will see the chipmaker supply the social media giant with millions of its Blackwell and Rubin G...

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 · 1d
Nvidia pushes into Intel and AMD's turf with a 'multigenerational' Meta deal
 · 1d
Why Nvidia’s deal with Meta is an ‘Intel killer,’ according to this analyst
 · 10h
Chip startup Taalas raises $169 million to help build AI chips to take on Nvidia
Toronto-based chip startup Taalas said on Thursday it had raised $169 million and said it has developed a chip capable of running artificial intelligence applications faster and more cheaply than conv...

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 · 1d
Breakfast News: Nvidia And Meta Ink Huge AI Deal
 · 1d
Stock Market Today, Feb. 18: Nvidia Rallies As Meta Deal Boosts AI Confidence
 · 1d
Nvidia: The Market Wants Proof, Meta Just Gave It
On more positive news, the stock is up over 2.3% on Wednesday after the company announced a multi-year partnership with Meta for AI infrastructure.

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 · 1d
Nvidia’s Deal With Meta Signals a New Era in Computing Power
 · 1d
Nvidia Wins Meta Deal. Its Gain Is Broadcom’s Loss.
TweakTown
7h

AMD Zen 6 rumor: 24-core flagship, 20-core and 16-core CPUs - and a 12-core X3D gaming chip?

A regular leaker on X has provided a breakdown of how 'Olympic Ridge' could pan out, and gamers are hopeful for a 12-core single chiplet X3D model.
Guru3D
8h

AMD Zen 6 Desktop CPUs Rumored: 6 to 24 Cores and 12-Core CCDs

A new rumor attributed to known leaker HXL claims AMD is preparing a notably wider Zen 6 desktop processor stack, scaling from 6 cores at the entry level up to 24 cores at the top end.
3d

3 Things Every AMD Investor Needs to Know

Despite near-term volatility, AMD is well-positioned to recover much faster than expected. Here are the three things long-term investors should understand about the company.
TweakTown
3d

AMD's desktop CPU market share grew by almost 15% in 2025, all thanks to Ryzen

AMD's desktop CPU revenue share grew by 14.6% in 2025, driven by Ryzen demand, as AMD continues to gobble up market share from Intel.
24/7 Wall St.
1d

Did Nvidia Just Deliver a Crushing Blow to AMD?

Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) has been advancing its AI chip offerings, including the Instinct MI450 series accelerators set for deployment with OpenAI starting in the second half of 2026.
CRN
7d

Intel’s Supply Issues Helped AMD Grab Record-High CPU Market Share: Researcher

Intel’s decision to prioritize server CPU production in the face of supply constraints helped AMD achieve an all-time high in overall market share by ceding ground in the PC space, according to CPU-tracking firm Mercury Research.
Guru3D
6d

AMD Desktop CPU Share Surges to 36.4% as Intel Slips

New CPU shipment estimates from Mercury Research suggest AMD is continuing to narrow Intel’s long-held lead across the x86 market, with desktop showing the sharpest movement.
Blockonomi
2d

AMD Stock: Why This Analyst Remains Skeptical of AI Strategy

AMD stock fell 12% despite Q4 data center revenue rising 39% to $5.4B as analyst cites software gaps and scale challenges versus Nvidia competition.
Stocktwits on MSN
6h

AMD mirrors Nvidia strategy with $300M Crusoe backstop deal: report

The loan to Crusoe, arranged by Goldman Sachs, will be secured by AMD’s chips and related equipment. ・As part of the deal, AMD has agreed to lease back the processors if Crusoe cannot secure sufficient demand from customers like AI developers,
10h

AMD rises nearly 2%: is Cathie Wood increasing her stake?

AMD gains nearly 2% amid renewed interest in AI-linked semiconductors. ARK Invest buys 30,139 AMD shares worth about $6.1M. Purchase part of $14M in megacap AI stock buys, including Broadcom.
MUO on MSN
2d

This BIOS setting is limiting your AMD CPU's performance

All it takes is a single toggle to get it back.
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