It's clear that AMD isn't the AI company Nvidia is. Its $3.5 billion in data center revenue in Q3 was a fraction of Nvidia's $30.8 billion. However, investing isn't always about following the herd.
Here's what was so positive about what Microsoft had to say, and why it may have tamped down some recent market fears. In a blog post this morning, Microsoft Vice President Brad Smith wrote bullishly ...
Microsoft Azure vice president of manufacturing and engineering for processors, Rehan Sheikh, was hired by Google Cloud to lead silicon chip technology for Google.