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GPU revenue

2 articles
Investing.comInvesting.com··Ali Merchant

AMD's AI Momentum Faces Reality Check as TSMC Capacity Concerns Cloud Outlook

AMD reports earnings with strong AI demand offsetting HSBC's 2026 capacity downgrade. Stock up 60% YTD despite supply chain headwinds.
NVDAAMDINTCAI demandstock downgrade
The Motley FoolThe Motley Fool··Jose Najarro

AMD's Meta Deal Could Exceed $100B as AI Chip Demand Surges

AMD's Meta partnership could exceed $100B as custom AI chips become essential infrastructure for hyperscalers building proprietary artificial intelligence systems.
AMDMETAAI chipssemiconductor