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Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Must-Watch AI Stocks on Wall Street. On August 13, Mizuho analyst ...
Facebook's $725M settlement payouts, a U.S. revenue-sharing deal with Nvidia and AMD, Intel stake talks, an AI ...
Just a couple of weeks after the US government rescinded the ban on NVIDIA's H20 AI chip sales to China, it was announced that both NVIDIA and AMD will hand over 15% of their revenue from specific AI ...
Tight supply enables Nvidia to pass much of the 15% dent to customers, keeping margin erosion to a minimum while keeping China in its customer base. Nevertheless, the risks remain, especially if ...
AMD CEO Lisa Su said the company is making headway with U.S. regulators on export licenses for its MI308 AI chips to China.
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