Advanced Micro Devices Inc. (AMD) stock tumbled more than 3% in pre-market trading on Wednesday after HSBC analysts double downgraded the stock to ‘Reduce’ from ‘Buy’, slashing their price target on the shares by nearly half to $110 from $200.
AMD’s stock just got downgraded, with HSBC warning that the company’s “AI GPU roadmap is less competitive than we previously thought.”
This contest to build ever-bigger computing clusters for ever-more-powerful artificial-intelligence ( AI) models cannot continue for ever. Each extra chip adds not only processing power but also to the organisational burden of keeping the whole cluster synchronised.
Over 6000 CES attendees were treated to a cascade of exciting announcements as NVIDIA founder and CEO Jensen Huang kicked off CES 2025.
Project Digits is a small box available from Nvidia and “Top Partners” starting at $3000. Add a monitor, keyboard, and mouse, or buy from a partner, and you will likely have the fastest and most complete AI development workstation on the market.
At the top of the lineup is the Ryzen AI Max+ 395, featuring 16 CPU cores, 40 GPU cores, and support for up to 128GB of
Advanced Micro Devices shares fell Wednesday after HSBC analysts gave the stock a double downgrade, citing concerns about its artificial intelligence revenue.
AMD's Frank Azor and David McAfee spoke about why RDNA 4 didn't get a mention in its keynote, why the X3D chips are so hard to find, and if fake frames are the future of PC graphics.
Fast forward a decade or three and a half-decent GPU is de rigueur even for a thin-and-light laptop with absolutely no gaming pretensions. Heck, the likes of Apple are making mainstream chips for distinctly non-gaming-orientated MacBooks with much larger GPUs than CPUs. Funnily enough, Apple is also fitting out its chips with ever-larger NPUs.
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Nvidia has launched several AI-powered products, including the Blackwell GeForce RTX 50 Series GPUs, Agentic AI, and Cosmos AI at CES 2025.