By Stephen Nellis SAN FRANCISCO, Feb 25 (Reuters) - Nvidia may have made its immense fortune on the back of specialized ...

Nvidia delivered strong FY 2026 results but stock performance was muted due to expectations being merely met and not ...

AMD has secured Meta as a customer for its Helios rack-scale system, as Nvidia's Blackwell faces heightened competition.

Initial deployments are scheduled to begin in 2H 2026, employing custom MI450-class GPUs optimized specifically for Meta’s AI training and inference workloads.

AMD and Meta sign multi-year deal to deploy 6GW of Instinct GPUs across AI data centers, potentially worth $100B.

Meta has secured an AI chip agreement with Advanced Micro Devices (AMD) shortly after committing to deploy millions of Nvidia ...

However, beneath these headline figures lies a captivating and surprising trend: Nvidia’s six-year-old Ampere (A100) chips ...

First gigawatt scheduled for deployment later this year, with companies to align across silicon, systems, and software ...

Is AMD giving away the store?