Nvidia and Alphabet operate in very different areas of tech and AI, with one a leader in hardware and the other dominating software and services. Both companies have solid growth potential over the long term, and it would be hard to go wrong with either stock. However, Alphabet's stock is trading at a bargain valuation compared to Nvidia.
Alphabet's price-to-earnings and price-to-free-cash-flow ratios are significantly lower than Nvidia's, suggesting it offer...

Netweb Technologies India Limited (Netweb) has become a manufacturing partner for NVIDIA 's Grace CPU Superchip and GH200 Grace Hopper Superchip MGX server designs. Under its Tyrone range of AI systems, Netweb will produce over ten server variations catering to diverse AI and high-performance computing applications. The collaboration aims to target complex workloads, including HPC, data science, language models, edge computin...

Nvidia has been the preeminent name in graphics processing units (GPUs) for years, controlling 87% of the market as of Q2 2023 (per Jon Peddie Research). Prior to last year, one of Nvidia's biggest advantages was its popularity with PC gamers, who use the company's GPUs to power their custom-built gaming machines. However, advances in AI have changed the dynamic for the company.
Nvidia's most powerful GPUs are crucial hardw...

The CFO of Palantir, David Glazer, just unloaded 99% of his shares for $7.6mm on Nov 20, 2023. This was a 10b5-1 plan scheduled sell, but kind of weird to have a CFO with no skin in the game.
The chief legal and revenue officer, Ryan Taylor, also sold $2.5mm worth of shares on Nov 20, 2023 but this was to cover taxes as a part of his equity grant in July.
The Chief Accounting Officer, Heather Planishek, sold $466k worth of shares on Nov 20, 2...

In recent weeks there has been a steady stream of news about Nvidia cards. This is not by chance, because three new cards are waiting to be launched in the company's workshops, while AMD is apparently taking a break. RTX 4070, 4070 Ti and 4080 can also get SUPER variants in January.
Interestingly, according to industry information, they get the price tag of the base model, while in each case they also become more powerful. The prev...

Lenovo has unveiled its latest ThinkStation P8 tower workstation, boosted by AMD Ryzen Threadripper PRO 7000 WX-Series processors and NVIDIA RTX graphics cards. The new machine builds on the revolutionary P620, which became the world's first workstation powered by AMD Ryzen Threadripper PRO processors, offering unparalleled reliability, flexibility, and performance to professionals who demand the most from their workstations.
The ThinkStat...

Not much news on the AMD front this week. Samsung Chip shares rose for the fourth consecutive quarter, and previously released Q3 earnings showed AMD stock strengthening despite a cyclical downturn for the chip maker.
On Oct. 31, AMD reported normal operating capital of $0.70, slightly ahead of market expectations by 2 cents. Revenue was $5.8 billion, $106 million above expectations.
AMD's main competitor, Nvidia (Nvidia), released an extremely o...

With an initial suggested retail price of $599, AMD's Ryzen 9 7900X3D is not very well positioned between the R7 7800X3D and the R9 7950X3D. If gaming was the focus, AMD fans would either go with the 7800X3D or the 7950X3D if compute-intensive workloads were the use case. However, now that prices have dropped, the 7900X3D definitely offers a good compromise between gaming and ...

Media reports, in December 6 in San Jose held Advancing AI online conference, AMD will be on sale MI300 series GPUs.
According to the previous conference, the MI300 series contains MI300A and MI300X chips. Among them, the MI300A is a CPU+GPU gas pedal consisting of 146 billion transistors, a layout that allows the CPU to prepare data faster and load it onto the GPU to speed up model training.
The MI300X, on the other hand, is a st...