Nvidia & AMD
50 shared events · Importance 12 · Last updated May 09, 2026
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International
Nvidia: Nvidia has agreed to pay 15% of its H20 chip sales revenue in China to the United States government to secure export licenses, which could slightly reduce its gross margins but allows continued access to a significant market.
AMD: AMD has agreed to pay 15% of its MI308 chip sales revenue in China to the United States government for export licenses, which could impact its margins but maintains access to the Chinese market.
Aug 10, 2025 · 9 articles
Business
Nvidia: Nvidia, while still dominant in GPUs, faces increasing competition from AMD in the broader AI compute market, particularly with the shift towards CPUs for inference.
AMD: AMD' strong outlook for its server CPU addressable market, driven by AI inference, has significantly boosted its stock price and market value, positioning it as a strong competitor in the AI chip market.
May 06, 2026 · 6 articles
Business
Nvidia: Nvidia climbed due to its partnership with Corning Inc. to expand production of AI data center products and the general rally in AI-related stocks.
AMD: AMD soared to an all-time high after forecasting strong quarterly revenue due to robust demand for its data center chips, sparking a rally in chipmakers.
May 05, 2026 · 14 articles
International
Nvidia: Nvidia's stock rose, contributing significantly to the S&P 500's gains due to its immense size and role in the AI boom.
AMD: AMD' stock surged after reporting stronger-than-expected profits and revenue, driven by growth in artificial intelligence technology.
May 06, 2026 · 7 articles
Domestic
Nvidia: Nvidia climbed almost 2 percent, underscoring investor confidence in Wall Street's heavyweight AI companies.
AMD: AMD declined about 3 percent, similar to Intel, contributing to the chip sector's retreat.
May 07, 2026 · 6 articles
Business
Nvidia: Nvidia is the dominant market leader in AI inference and training infrastructure, but Cerebras Systems is positioning itself as a challenger, offering potential speed or cost advantages. This IPO could introduce more competition to Nvidia's market share.
AMD: AMD is a high-profile backer of Cerebras Systems, participating in its late-stage funding round, indicating its interest in the AI chip market.
May 04, 2026 · 6 articles
Business
Nvidia: OpenAI's move to produce its own chips aims to reduce its reliance on Nvidia for chip supply, potentially impacting Nvidia's market share in AI chips.
AMD: OpenAI is incorporating AMD chips alongside Nvidia to meet infrastructure demands, indicating a diversification of chip suppliers.
Sep 05, 2025 · 6 articles
Tech
Nvidia: Nvidia is mentioned in the context of watsonx.data GPU-accelerated Presto, which showed significant cost savings and performance improvement in internal benchmark testing with Nvidia.
AMD: AMD is listed as a partner in the ecosystem for IBM Sovereign Core, providing pre-vetted software and services.
May 01, 2026 · 24 articles
International
Nvidia: Nvidia received approval from the United States government to sell its H20 AI chips to China, reversing a previous ban and potentially recovering $5.5 billion in lost revenue. This approval is expected to boost Nvidia's stock and competitive edge in the Chinese market.
AMD: AMD' MI308 chips were also subject to the previous export restrictions to China, though the current approval specifically mentions Nvidia's H20 chips.
Jul 15, 2025 · 6 articles
Business
Nvidia: Tesla, Inc. plans to increase its reliance on external technology partners like Nvidia for compute, suggesting potential for increased business for Nvidia.
AMD: Tesla, Inc. plans to increase its reliance on external technology partners like AMD for compute, suggesting potential for increased business for AMD.
Aug 07, 2025 · 6 articles
International
Nvidia: Nvidia designs advanced computer chips that the U.S. is trying to limit China's access to, impacting AI development.
AMD: AMD designs advanced computer chips that the U.S. is trying to limit China's access to, impacting AI development.
May 11, 2026 · 7 articles
Business
Nvidia: Nvidia is a company that licenses technology from Nubank, and its stock performance is mentioned in comparison to Nubank.
AMD: AMD (AMD) is a competitor to Nubank in the CPU market and also provided a positive revenue forecast, indicating growth in the server CPU market.
May 06, 2026 · 6 articles
Tech
Nvidia: Nvidia GTC 2026 was the event where the Nutanix Agentic AI solution was initially announced, indicating a connection between Nutanix's AI strategy and Nvidia's ecosystem.
AMD: AMD is a partner in Nutanix's ecosystem, with plans to add support for AMD GPU-accelerated compute servers targeting AI workloads and expanding its portfolio of servers with AMD CPUs.
Apr 07, 2026 · 13 articles
International
Nvidia: Nvidia is mentioned as a company whose chips and chip-making equipment are subject to U.S. restrictions on sales to China for AI model training.
AMD: AMD is mentioned as a company whose chips and chip-making equipment are subject to U.S. restrictions on sales to China for AI model training.
Jul 23, 2025 · 6 articles
International
Nvidia: Nvidia's CEO, Jensen Huang, was among the invited guests at the state dinner.
AMD: Lisa Su, CEO of AMD, was among the tech leaders Charles III met to discuss challenges for early-stage startups.
Apr 14, 2026 · 260 articles
Business
AMD: AMD processors and graphics cards are mentioned in the expected system requirements for Grand Theft Auto VI, suggesting potential sales growth for AMD's hardware.
Feb 06, 2025 · 21 articles
Regulatory
AMD: AMD, alongside Nvidia, is subject to a 15% commission on chip sales in China for export licenses, reflecting the Trump administration's focus on the computer chip industry.
Aug 22, 2025 · 6 articles
Business
AMD: AMD signed a multi-year deal to supply AI chips to OpenAI, which is expected to generate tens of billions in annual revenue and over $100 billion in new revenue over four years. Its shares surged over 35% on the news.
Oct 06, 2025 · 7 articles
Business
AMD: AMD is a rival seeking to challenge Nvidia's dominance in high-end AI chips, though Nvidia remains the industry's top choice.
Oct 29, 2025 · 14 articles
Business
AMD: AMD is mentioned in the context of a deal with the Trump administration to lift export controls on advanced chips to China, alongside Nvidia.
Oct 29, 2025 · 10 articles
Business
AMD: AMD is mentioned as a customer of Synopsys, indicating the non-exclusive nature of the Nvidia-Synopsys partnership.
Dec 01, 2025 · 8 articles
Tech
AMD: AMD' CEO, Lisa Su, is recognized as an 'Architect of AI' by Time (magazine), highlighting the company's role in the AI industry.
Dec 11, 2025 · 13 articles
Business
AMD: The CEO of AMD, Lisa Su, was recognized on Forbes' list.
Dec 11, 2025 · 6 articles
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