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Lisa Su

AMD launches MI325X AI chip to rival Nvidia’s Blackwell

by Sipho Sepamla
AMD launches MI325X AI chip to rival Nvidia’s Blackwell

AMD launched a new artificial-intelligence chip on Thursday that is taking direct aim at Nvidia’s data center graphics processors, known as GPUs. The Instinct MI325X, as the chip is called, …

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We ranked Q2 earnings from 30 portfolio stocks from great to ugly

by Merchant Moller
We ranked Q2 earnings from 30 portfolio stocks from great to ugly

It was a solid quarter for the companies in our stock portfolio, with the bulk of our names reporting what we felt were good-to-great earnings reports. Continued economic growth on …

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Wall Street extends winning run

by Nevil Nickel
Wall Street extends winning run

Traders work the floor of the New York Stock Exchange on August 16, 2024.  Angela Weiss | AFP | Getty Images This report is from today’s CNBC Daily Open, our …

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Nvidia stock up after Microsoft, AMD quell fears AI buildout too fast

by Sipho Sepamla
Nvidia stock up after Microsoft, AMD quell fears AI buildout too fast

Jensen Huang, co-founder and chief executive officer of Nvidia Corp., displays the new Blackwell GPU chip during the Nvidia GPU Technology Conference on March 18, 2024.  David Paul Morris/Bloomberg via …

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AMD earnings report Q2 2024

by Sipho Sepamla
AMD earnings report Q2 2024

Lisa Su at the Keynote: Lisa Su in Conversation with Ryan Patel as part of SXSW 2024 Conference and Festivals held at the Austin Convention Center on March 11, 2024 …

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AMD earnings report Q1 2024

by Sipho Sepamla
AMD earnings report Q1 2024

Lisa Su, president and CEO of AMD, talks about the AMD EPYC processor during a keynote address at the 2019 CES in Las Vegas, Nevada, U.S., January 9, 2019.  Steve …

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Jim Cramer’s plans when Nvidia CEO Jensen Huang speaks this week

by Merchant Moller
Jim Cramer’s plans when Nvidia CEO Jensen Huang speaks this week

We convened a Club meeting at Palm Beach Gardens on Saturday. We just didn’t know it. My wife, Lisa, and I were signing bottles of her finest Fosforo mezcal at …

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AMD earnings report Q4 2023

by Sipho Sepamla
AMD earnings report Q1 2024

Lisa Su, president and CEO of AMD, talks about the AMD EPYC processor during a keynote address at the 2019 CES in Las Vegas, Nevada, U.S., January 9, 2019.  Steve …

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AMD now sees a $400 billion market for AI chips. Why that’s good news for Nvidia

by Merchant Moller
AMD now sees a 0 billion market for AI chips. Why that’s good news for Nvidia

Advanced Micro Devices has jacked up its market forecast for artificial intelligence chips to an eye-popping $400 billion by 2027. The chipmaker is sure to see its slice of that …

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AMD stock spikes after company launches AI chip to rival Nvidia

by Sipho Sepamla
AMD stock spikes after company launches AI chip to rival Nvidia

Lisa Su displays an AMD Instinct MI300 chip as she delivers a keynote address at CES 2023 in Las Vegas, Nevada, on Jan. 4, 2023. David Becker | Getty Images …

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