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Total 31 articles

Beyond Nvidia: The 2026 AI Infrastructure Market Shift to AMD, Intel, and Micron
EconomyEN
Beyond Nvidia: The 2026 AI Infrastructure Market Shift to AMD, Intel, and Micron

Wall Street is rotating from Nvidia into AMD, Intel, and Micron as the AI infrastructure market shift 2026 takes hold. Discover why CPUs and memory are the new gold.

AMD Brings AI to Desktop PCs, But Only for Businesses
TechEN
AMD Brings AI to Desktop PCs, But Only for Businesses

AMD launches its first desktop AI processors, but they're exclusively for business PCs. What does this tell us about the real market for desktop AI?

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DH
Doyun Han
Meta's $100B AMD Bet Signals the End of Nvidia's Monopoly
TechEN
Meta's $100B AMD Bet Signals the End of Nvidia's Monopoly

Meta's massive AMD partnership with equity warrants reveals a strategic shift in AI chip markets. Is this the beginning of the end for Nvidia's dominance?

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DH
Doyun Han
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Meta's AMD Chip Deal Could Reshape Silicon Valley's Power Map
TechEN
Meta's AMD Chip Deal Could Reshape Silicon Valley's Power Map

Meta strikes multi-billion dollar chip deal with AMD, considering 10% stake. Will this challenge Nvidia's AI dominance and reshape the semiconductor landscape?

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DH
Doyun Han
Meta's AMD Bet: Cracking NVIDIA's AI Chip Monopoly?
EconomyEN
Meta's AMD Bet: Cracking NVIDIA's AI Chip Monopoly?

Meta strikes a multibillion-dollar chip deal with AMD, challenging NVIDIA's dominance in AI processors. Is this the beginning of real competition or just a negotiating tactic?

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SP
Seoyeon Park
Nvidia's 99% AI Chip Dominance Drops to 80% as AMD Gains Ground
EconomyEN
Nvidia's 99% AI Chip Dominance Drops to 80% as AMD Gains Ground

Arista Networks CEO reveals shocking shift in AI chip deployments. Nvidia's market share falls from 99% to 80% in just one year as AMD captures 20-25% of new installations.

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SP
Seoyeon Park
When Business Laptops Outgun Gaming Rigs
TechEN
When Business Laptops Outgun Gaming Rigs

HP's ZBook Ultra G1a packs AMD's latest APU and OLED display into a business laptop that challenges traditional categories. The line between work and performance is blurring.

·
DH
Doyun Han
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Linux 6.19 Breathes New Life Into Decade-Old Graphics Cards
TechEN
Linux 6.19 Breathes New Life Into Decade-Old Graphics Cards

Linux 6.19 adds modern GPU driver support for AMD's 2012-era Radeon cards, challenging the throwaway tech culture while raising questions about sustainable computing.

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DH
Doyun Han
AMD's Plunge Reveals AI Chip Market Reality Check
EconomyEN
AMD's Plunge Reveals AI Chip Market Reality Check

AMD's sharp decline triggers broader tech selloff, exposing investor concerns about AI chip market valuations and sustainability of growth expectations.

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SP
Seoyeon Park
AMD Shares Plunge 13% Despite AI Boom - What Spooked Investors?
EconomyEN
AMD Shares Plunge 13% Despite AI Boom - What Spooked Investors?

AMD beat Q4 expectations but shares tumbled 13% on softer Q1 guidance. CEO Lisa Su says AI is accelerating faster than imagined, yet investors remain skeptical. What's behind the disconnect?

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SP
Seoyeon Park
AMD's Reality Check: When AI Hype Meets Hard Numbers
EconomyEN
AMD's Reality Check: When AI Hype Meets Hard Numbers

AMD's Frankfurt-listed shares tumble after disappointing sales figures, signaling potential cooling in the semiconductor sector's AI-driven growth story.

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SP
Seoyeon Park
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AMD Drops 9% Despite Strong Q4 as AI Chip Guidance Disappoints
EconomyEN
AMD Drops 9% Despite Strong Q4 as AI Chip Guidance Disappoints

AMD shares fell 9% in premarket trading despite beating Q4 revenue expectations, as first-quarter guidance failed to meet some analysts' sky-high AI boom expectations

·
SP
Seoyeon Park
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