GPU pricing remains relatively stable month-over-month, but Nvidia's GeForce RTX 5090 is still in short supply, allowing retailers to charge a premium.

Advanced Micro Devices (NASDAQ:AMD) stock is having a pretty easy time outperforming Nvidia (NASDAQ:NVDA) so far this year, with an impressive 95% gain year to date versus just 31% for NVDA stock. Indeed,

Nvidia and AMD have agreed to share 15% of their revenues from chip sales to China with the U.S. government, as part of a deal to secure export licenses

U.S. chipmakers like Nvidia, AMD, and Broadcom are adopting Silicon Valley-style stock-based incentives to retain top talent amid soaring valuations and an intensifying AI-driven talent race.

NVIDIA stock presents outstanding revenue growth during critical periods, higher profitability, and comparatively lower valuation compared to Advanced Micro Devices stock

AMD said Monday that it has sold ZT Systems’ manufacturing unit to Sanmina for $3 billion, making the U.S. electronics services giant a top AI ally for the chip designer in its fight against Nvidia.

Jim Cramer hails AMD's "nice win" in a $1 billion AI supercomputer partnership with the U.S. Department of Energy.

The semiconductor trio, which includes Nvidia Corp.‘s (NASDAQ:NVDA) rival turned partner Intel Corp. (INTC) and its peer Advanced Micro Devices Inc. (AMD), have been riding a wave of momentum, signaling a potential shift in the tech landscape.