AMD is taking aim at Nvidia with Helios, its first AI rack system, and has landed Microsoft as a new customer, joining Meta, ...

Nvidia has been the leading AI chip designer since the start of the AI boom, but AMD has been gaining ground. Both companies design the chips powering crucial AI tasks. 10 stocks we like better than ...

AMD is one of the best performing chip stocks of 2026, after a decade-long comeback in data center chips. Now, its biggest ...

Advanced Micro Devices announced a major new customer for its Helios system ahead of a big event for the chipmaker later this ...

A surprise addition to AMD's AI customer roster has analysts scrambling to revise their price targets, and the chipmaker's ...

The expanded partnership also includes new Azure virtual machines powered by AMD's latest EPYC processors and a broader ...

The fund that tracks the 30 biggest U.S.-listed chip companies no longer has the biggest one on top.

AMD reports earnings on Aug. 4, and the results could sway both stocks.

AMD Helios packs 72 MI455X GPUs, 31TB of HBM4, and 2.9 exaflops of inference compute into a single rack. Engineering samples ship H2 2026. Mass production in Q2 2027.

The hottest AI ETF of 2026 isn't focused on Nvidia. It targets the overlooked memory chips powering the entire AI revolution.

CNBC’s Kristina Partsinevelos reports on Helios, AMD’s first rack-scale system for AI.