News

What Is Intel XeSS, And How Does It Compare To Similar AMD & Nvidia Tech?
Compared to Nvidia DLSS and AMD FSR, Intel XeSS is the company's first foray into upscaling tech, but it seems to be a potent ...
AMD: It Doesn't Need To Dethrone Nvidia
Advanced Micro Devices, Inc.'s AI strategy and market momentum challenge Nvidia's dominance. Click for my updated look at how ...
We’re Optimistic About AMD’s AI Growth and Potential Share Gains in CPUs
We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...
Nvidia Appears Firmly in Place as the AI Industry Leader
Geopolitics have entered the AI space, most notably limiting Nvidia's AI opportunities in China. We are skeptical that Nvidia's China AI business will be allowed to recover, regardless of the US ...
Trump Reversal On Nvidia H20 Adding To Bullishness, Buying On CPI Data
The chart shows that NVDA stock is gapping up on President Trump's reversal on H20 AI chip exports to China. The chart shows that NVDA stock is extended after the breakout. The chart shows that our ...