AMD

Why NVIDIA Still Rules the AI Chip Market in 2025

Why NVIDIA Still Rules the AI Chip Market in 2025

NVIDIA beat estimates again. And guided even higher

TSMC

+10

AMD Secures Tens of Billions in OpenAI Partnership: 6 Gigawatts of AI Power

AMD Secures Tens of Billions in OpenAI Partnership: 6 Gigawatts of AI Power

Why OpenAI chose AMD over NVIDIA for its next AI Infrastructure build

Investment Strategy

+14

The Chip War: Navigating the Trump Effect on NVIDIA and AMD

The Chip War: Navigating the Trump Effect on NVIDIA and AMD

Trump's Shadow Over the Chip Market

Geopolitic

+3