Latest news with #CUDA
Yahoo
5 days ago
- Business
- Yahoo
Nvidia (NVDA) Reaffirmed as AI Leader by Analysts — Mizuho Calls CUDA a ‘Fortress Moat'
NVIDIA Corporation (NASDAQ:NVDA) is one of the . On June 13, Mizuho reiterated the stock as 'Outperform.' The firm said that the company is the leader in the artificial intelligence race. CUDA is Nvidia's computing platform and programming model. 'We continue to see NVDA leading the AI race with its fortress CUDA moat and strong hardware/networking performance for AI training and inference.' On the same day, DBS analyst Fang Boon Foo maintained their bullish stance on the stock, giving a 'Buy' rating. Fang Boon Foo discussed the strategic partnership with Mistral AI to build AI cloud infrastructure, as well as the CEO's vision for expanding AI factories in Europe. These factors underscore Nvidia's leadership in AI infrastructure development. Nvidia's trailblazing GPUs boost its dominant market share in AI chips. Moreover, Nvidia's strong fundamentals are viewed as positives for future growth. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
5 days ago
- Business
- Yahoo
Nvidia (NVDA) Reaffirmed as AI Leader by Analysts — Mizuho Calls CUDA a ‘Fortress Moat'
NVIDIA Corporation (NASDAQ:NVDA) is one of the . On June 13, Mizuho reiterated the stock as 'Outperform.' The firm said that the company is the leader in the artificial intelligence race. CUDA is Nvidia's computing platform and programming model. 'We continue to see NVDA leading the AI race with its fortress CUDA moat and strong hardware/networking performance for AI training and inference.' On the same day, DBS analyst Fang Boon Foo maintained their bullish stance on the stock, giving a 'Buy' rating. Fang Boon Foo discussed the strategic partnership with Mistral AI to build AI cloud infrastructure, as well as the CEO's vision for expanding AI factories in Europe. These factors underscore Nvidia's leadership in AI infrastructure development. Nvidia's trailblazing GPUs boost its dominant market share in AI chips. Moreover, Nvidia's strong fundamentals are viewed as positives for future growth. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None.
Miami Herald
6 days ago
- Business
- Miami Herald
Popular AI stock inks 5G network deal
I still have a PC with an AMD FX 8300 processor alive and kicking. That furnace is cooled with a giant Noctua cooler. I've assembled the machine myself. This line of AMD's CPUs almost made the company bankrupt. Engineering takes time, and even the best plans can fail and change. The architecture on which the FX 8300 was based was too big a jump. But AMD needed to make it as fast as possible, and it didn't go well. Fortunately, AMD didn't go bankrupt. It used the knowledge from that failure to build Zen architecture, eventually defeating Intel. Related: Google resolves major privacy issue Lisa Su's becoming CEO in 2014 also helped a lot. While she managed to get the company's CPU business to flourish, the graphics cards part of the company stagnated, and it even practically gave up on competing with Nvidia in the high-performance tier. The key to Nvidia's success was always superiority on the software side. It is hard to tell what prevented AMD from catching up with Nvidia during the gaming era. However, the dominance of CUDA gave Nvidia a big advantage once the artificial intelligence era started. Su has been working hard to fix this and has made some big moves announced on June 4th that it acquired Brium, a team of compiler and AI software engineers with expertise in machine learning, AI inference, and performance optimization. Brium will empower AMD's (AMD) ability to deliver highly optimized AI solutions across the entire stack. "Their work in compiler technology, model execution frameworks, and end-to-end AI inference optimization will play a key role in enhancing the efficiency and flexibility of our AI platform," wrote AMD on its blog. This deal follows acquisitions of Silo AI, and Mipsology. Related: Elon Musk's DOGE made huge mistakes with veterans' programs Brium's ability to optimize the entire inference stack before the model reaches the hardware will reduce dependence on specific hardware configurations and enable faster, more efficient AI performance across a wide range of deployments. More Tech Stocks: Palantir gets great news from the PentagonAnalyst has blunt words on Trump's iPhone tariff plansOpenAI teams up with legendary Apple exec The team will contribute to OpenAI Triton, WAVE DSL, and SHARK/IREE. This work is essential to enabling faster, more efficient execution of AI models on AMD Instinct GPUs. They have already successfully ported the Deep Graph Library to the AMD platform. During AMD's Q1 2025 earnings call Lisa Su stated: "Several hyperscalers expanded their use of Instinct accelerators to cover an increasing range of generative AI search, ranking, and recommendation use cases. We also added multiple tier one cloud and enterprise customers in the quarter, including one of the largest frontier model developers that is now using Instinct GPUs to serve a significant portion of their daily inference traffic." "The depth and breadth of our customer engagements continues to expand as breakthroughs in large-scale AI models, like OpenAI's o3 and DeepSeek-R1, drive increased demand for traditional inferencing and increasingly as a critical part of pre-training." AMD announced on June 10th that Nokia (NOK) has included 5th Gen AMD EPYC processors to power the Nokia Cloud Platform. "Working together with Nokia, we're using the leadership performance and energy efficiency of the 5th Gen AMD EPYC processors to help our customers build and operate high-performance, and efficient networks," stated Dan McNamara, senior vice president and general manager, server business, AMD. Related: Amazon's latest big bet may flop By integrating the AMD EPYC 9005 Series processors into Nokia Cloud Platform, Nokia will deliver good performance per watt, an important factor in delivering both computing power and energy efficiency for modern telecom networks that face growing data demands. Nokia Cloud Platform supports containerized workloads foundational to 5G Core, edge, and enterprise applications. "This expanded collaboration between Nokia and AMD brings a multitude of benefits and underscores Nokia's commitment to innovation through diverse chip partnerships in 5G network infrastructure," stated Kal De, senior vice president, product and engineering, cloud and network services, Nokia. "The new 5th Gen AMD EPYC processors offer high performance and impressive energy efficiency, enabling Nokia to meet the demanding needs of its 5G customers while contributing to the industry's sustainability goals." Related: Nvidia, Dell announce major project to reshape AI The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.
Yahoo
14-06-2025
- Business
- Yahoo
5 No-Brainer Artificial intelligence (AI) Stocks to Buy Right Now
Palantir is quickly becoming one of the biggest artificial intelligence (AI) winners. Nvidia, AMD, and TSMC are all set up to be big AI infrastructure spending beneficiaries. Alphabet has a lot of potential levers it can pull to drive growth. 10 stocks we like better than Palantir Technologies › Artificial intelligence (AI) is quickly changing the world we live in. With the technology perhaps being a once-in-a-generation opportunity, it's not too late to invest in the stocks leading the AI charge. Let's look at five leading AI stocks to buy right now. Palantir Technologies (NASDAQ: PLTR) is quickly emerging as one of the most compelling growth stories in AI by helping organizations actually put AI to work. By gathering data and structuring it into an "ontology," Palantir's AI platform (AIP) maps digital assets to real-world objects and processes to let customers apply AI to solve real-world problems. AIP is being used for a variety of tasks, from optimizing supply chains to automating underwriting to even monitoring for sepsis in hospitals. While the company has long been an important government vendor, Palantir's growth is currently being powered by the U.S. public sector. Given the wide array of applications across industries that AIP can be used for, Palantir has a massive opportunity in front of it. Recently, Palantir has introduced AI agents within AIP that go beyond analysis to take action. Agentic AI is becoming the next big AI push, and could be a big growth driver for the company. That said, the stock isn't cheap, and government budget cuts could potentially impact growth. Still, Palantir's technology looks unmatched, and the company is well-positioned to be a long-term AI leader. Nvidia (NASDAQ: NVDA) continues to be one of the top ways to invest in the AI infrastructure boom. Its graphics processing units (GPUs) are the backbone of AI data centers thanks to their powerful parallel processing capabilities. And as the engine that helps run AI workloads, demand for GPUs continues to soar as organizations race to build and run AI models and apps. Nvidia's real moat, however, comes from its CUDA software platform, which it created to make it easier for developers to program its chips. Since then, it has built a powerful suite of tools and libraries that further enhance its GPUs' performance for AI workloads. The tight integration between its powerful GPUs and CUDA helped Nvidia attain an over 90% share in the GPU market in Q1. Its new Blackwell chips are ramping up faster than any product in its history, and demand for its full-stack AI "factories" continues to surge. Beyond the data center, Nvidia is also gaining traction in the automotive space, with revenue expected to hit $5 billion this year. A slowdown in AI spending is a risk, but Nvidia remains one of the best-positioned companies to benefit from the AI infrastructure build-out. While it may trail Nvidia by a wide margin in the GPU space, Advanced Micro Devices (NASDAQ: AMD) is nonetheless still carving out a niche in AI infrastructure, especially in inference. While Nvidia's GPUs dominate AI training thanks to its powerful CUDA software platform, inference is a bit of a different story. Inference is less technically demanding, with more emphasis on latency, power, and cost. In fact, AMD recently said that one of the largest AI model companies is using its chips for a significant portion of its daily inference traffic. That's important because the AI inference market is expected to become much larger than training over time. Even if AMD is only able to take some moderate market share away from Nvidia, given the size and growth of this market, it would still be meaningful. At the same time, AMD has become a leader in data center central processing units (CPUs), where it's steadily gaining share. While not as large of a market as GPUs, this is still a strong and growing part of the AI infrastructure build-out. The biggest risk for AMD is that it will always play second fiddle to Nvidia, or that AI infrastructure spending slows. But if inference spending takes off and AMD can grab some share, its stock should have a lot of upsides from here. Another beneficiary of the AI infrastructure boom is Taiwan Semiconductor Manufacturing (NYSE: TSM), or TSMC. As the world's leading semiconductor contract manufacturer, TSMC is the company that actually makes advanced chips, such as GPUs. Profitably producing advanced chips at scale isn't easy. It requires cutting-edge technology, high utilization, and precision manufacturing. For its part, TSMC has become the leader in advanced nodes and packaging, which is the manufacturing process that allows more transistors to fit on a chip, making them both more powerful and energy efficient. With rivals Intel and Samsung struggling, TSMC has become the go-to partner for top chip designers. This has given the company strong pricing power and made it an integral part of the semiconductor supply chain. TSMC is currently working closely with its largest customers to expand capacity to keep up with the high demand for AI chips. The biggest risk is a slowdown in AI infrastructure spending, which could hit both revenue and fab utilization. But given how tight advanced-node capacity is today, that risk seems manageable. For long-term investors, TSMC looks like a great way to play the continued growth of AI and advanced semiconductors. While Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) continues to face questions about whether AI will disrupt its dominant search business, the reality is far more nuanced. Yes, Apple recently claimed Google searches through its Safari browser fell for the first time, but that came during an antitrust trial, where Apple had every incentive to downplay Google's strength. Meanwhile, Alphabet said its search queries continue to grow, with Q1 search revenue climbing 10%. More importantly, Alphabet is adapting, which is what all great technology companies eventually have to do. Its new AI-powered search tools are focused on monetizing commercial queries, which has always been its bread and butter. Features like Shop by AI and virtual try-ons aren't gimmicks; they're smart moves to capture purchase intent in an AI world. Meanwhile, with decades of adtech experience and a massive distribution advantage through Android and Chrome, Alphabet is still in the driver's seat. Beyond search, Alphabet is seeing strong growth in its cloud computing business, Google Cloud, as customers build AI models and apps through its Vertex AI platform and run them on its data center infrastructure. In addition, the company has also taken the lead in autonomous driving through its Waymo robotaxi business, which is expanding quickly throughout the U.S. This is a compelling long-term opportunity not priced into the stock. Risks remain around government regulation and AI competition, but with a forward P/E of less than 19 times, the stock is dirt cheap for a company with so many growth levers. Before you buy stock in Palantir Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Palantir Technologies wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $657,871!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $875,479!* Now, it's worth noting Stock Advisor's total average return is 998% — a market-crushing outperformance compared to 174% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Geoffrey Seiler has positions in Alphabet. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Apple, Intel, Nvidia, Palantir Technologies, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends the following options: short August 2025 $24 calls on Intel. The Motley Fool has a disclosure policy. 5 No-Brainer Artificial intelligence (AI) Stocks to Buy Right Now was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Time of India
13-06-2025
- Business
- Time of India
AMD unveils next-gen AI chips as it takes on Nvidia: 'For the first time, we...' CEO Lisa Su says
AMD has unveiled details about its Instinct MI400 series , the company's next generation of AI chips set to ship next year. CEO Lisa Su presented the chips at a launch event in San Jose, California, emphasising their design for "rack-scale" systems crucial for powering the massive AI computations of today and tomorrow. Su also claimed that AMD's MI355X can outperform Nvidia 's Blackwell chips. The MI400 series chips are designed to be assembled into a full server rack, dubbed Helios, which AMD described as a unified system capable of tying thousands of chips together, as per a report by CNBC. "For the first time, we architected every part of the rack as a unified system," Su explained, highlighting Helios as "really a rack that functions like a single, massive compute engine." OpenAI CEO Sam Altman endorses AMD chips A significant endorsement came from OpenAI CEO Sam Altman, who appeared on stage with Su. Altman expressed confidence in the new chips "When you first started telling me about the specs, I was like, there's no way, that just sounds totally crazy. It's gonna be an amazing thing," said Altman, whose company is a customer of Nvidia chips. OpenAI also confirmed it will be integrating the AMD chips. What is different in AMD's newest AI chips This "rack-scale" approach is vital for hyperscale AI clusters that span entire data centers, catering to the enormous power demands of cloud providers and developers of large language models, the report said. Su directly compared Helios to Nvidia's upcoming Vera Rubin racks, signaling AMD's intent to directly challenge its main rival. AMD's rack-scale technology aims to put its latest chips squarely in competition with Nvidia's Blackwell chips, which already offer configurations integrating 72 graphics-processing units. Nvidia currently holds a near-monopoly in the market for big data center GPUs, partly due to its early lead in developing essential AI software like CUDA. OpenAI, notably a significant Nvidia customer, has been providing feedback to AMD on its MI400 roadmap. AMD is positioning the MI400 chips, along with this year's MI355X chips, as a more cost-effective alternative to Nvidia's offerings. Su also claimed that AMD's MI355X can outperform Nvidia's Blackwell chips, despite Nvidia's proprietary CUDA software advantage, saying that AMD's "really strong hardware" and the "tremendous progress" made by open software frameworks. AI Masterclass for Students. Upskill Young Ones Today!– Join Now
