Jensen Huang & AMD
37 shared events · Importance 5 · Last updated Jul 23, 2026
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International
Jensen Huang: Jensen Huang, CEO of Nvidia, has taken a more public approach in China, but his company's market share has fallen to zero in the AI chip market due to U.S. export controls, and he did not receive a senior-level meeting with Chinese officials.
AMD: AMD is adopting a low-profile corporate diplomacy strategy in China, which appears to be more effective in the current geopolitical climate, allowing it to maintain and potentially expand its market share in various segments despite U.S. export controls.
May 29, 2026 · 7 articles
Tech
Jensen Huang: Jensen Huang, CEO of Nvidia, unveiled the RTX Spark chip and articulated Nvidia's vision to 'reinvent the PC' for the AI era, emphasizing the chip's capabilities and Nvidia's strategic investments in Taiwan.
AMD: AMD faces increased competition in the PC chip market due to Nvidia's entry with the RTX Spark, potentially impacting its market share and stock performance.
May 26, 2026 · 159 articles
Tech
Jensen Huang: Jensen Huang, CEO of Nvidia, is the key figure announcing the Vera Rubin platform and articulating its vision for agentic AI, emphasizing its role as a profit and GDP generator. His statements drive market perception and investor confidence in Nvidia's strategic direction.
AMD: AMD is a competitor to Nvidia in the AI chip and PC market, and Nvidia's new N1X processor and Vera Rubin platform are set to rival AMD's offerings, potentially impacting AMD's market share.
May 31, 2026 · 28 articles
Business
Jensen Huang: Jensen Huang, CEO of Nvidia, aimed to reassure investors about the company's ability to sustain blockbuster growth in demand for its AI chips, contributing to the positive sentiment around Nvidia's earnings.
AMD: Advanced Micro Devices (AMD) saw its shares rise significantly, contributing to the tech-led rally on Wall Street, benefiting from easing bond yields.
May 20, 2026 · 72 articles
Business
Jensen Huang: Jensen Huang, CEO of Nvidia, has emphasized the critical need for silicon photonics capacity to meet future AI demands, driving Nvidia's investment strategy.
AMD: AMD has also invested in photonics companies like Ayar Labs and acquired Enosemi, showing its commitment to addressing AI infrastructure challenges.
May 29, 2026 · 6 articles
Business
Jensen Huang: Jensen Huang>>>, CEO of Nvidia>>>, is the key figure announcing and driving the increased investment and expansion plans in Taiwan>>>, highlighting its strategic importance for AI development.
AMD: AMD (AMD) also announced significant investment in Taiwan's AI sector, indicating a broader trend of tech companies deepening their presence in the region, though this event focuses on Nvidia.
May 27, 2026 · 21 articles
Tech
Jensen Huang: Nvidia's CEO linked Vera to agentic AI, stating 'AI agents will be the largest users of computing.'
AMD: AMD is a key competitor; its EPYC processors claim higher rack-level throughput, challenging Nvidia's CPU push, but faces ARM vs x86 debate.
Jul 15, 2026 · 6 articles
Business
Jensen Huang: Suggested Marvell could be next trillion-dollar company.
AMD: Fell up to 9% in a single session.
Apr 20, 2026 · 344 articles
Business
Jensen Huang: Jensen Huang, CEO of Nvidia, played a crucial role in guiding Micron Technology towards specialized HBM chips for AI, recognizing memory as a critical bottleneck.
AMD: AMD is mentioned as a customer for whom Micron Technology designs specialized HBM chips.
May 19, 2026 · 104 articles
Business
Jensen Huang: Jensen Huang, CEO of Nvidia, met with Sanjay Mehrotra to outline the evolution of the memory market, influencing Micron Technology's strategic shift towards HBM chips for AI.
AMD: AMD is a customer of Micron Technology, though Micron's HBM offerings for Nvidia are distinct from those sold to AMD.
May 27, 2026 · 15 articles
Business
Jensen Huang: Nvidia CEO Jensen Huang reaffirmed SK Hynix as Nvidia's largest memory partner and warned of persistent chip shortages.
AMD: AMD produces GPUs that use HBM chips, making it an indirect beneficiary of SK Hynix's capacity expansion.
Apr 20, 2026 · 247 articles
Business
Jensen Huang: Nvidia's CEO is quoted praising TSMC and warning Elon Musk about manufacturing difficulties, adding credibility to TSMC's position.
AMD: AMD is referenced as a TSMC customer for GPUs, but plays a minor role in the analysis.
Jul 19, 2026 · 6 articles
Business
Jensen Huang: Jensen Huang, Nvidia's CEO, highlighted the acceleration of AI factory build-out in the company's earnings release.
AMD: AMD is gaining market share in AI accelerators, contributing to Nvidia's expected market share decline.
Jun 27, 2026 · 6 articles
Business
Jensen Huang: As CEO of Nvidia>>>, Jensen Huang>>> made public statements advocating for higher worker compensation, influencing the debate on profit-sharing in the AI industry. He also dismissed concerns about AI-driven job displacement.
AMD: AMD>>> is mentioned as a competitor to Nvidia>>> in the consumer PC domain with next-generation AI tech.
Jun 02, 2026 · 16 articles
Business
Jensen Huang: Jensen Huang>>>, CEO of Nvidia>>>, made a significant public statement endorsing Marvell Technology>>> as the 'next trillion-dollar company', which directly led to a substantial surge in Marvell Technology>>>'s stock price.
AMD: AMD is mentioned as a competitor to Marvell Technology for potentially reaching a trillion-dollar market cap, with a current market cap of over $800 billion.
May 20, 2026 · 74 articles
International
Jensen Huang: Huang had previously told investors to expect nothing from Chinese sales.
AMD: AMD chips were also mentioned as being approved for export to Chinese firms.
Jul 14, 2026 · 6 articles
Tech
Jensen Huang: Huang, Nvidia's CEO, supported open software development, aligning with Meta's stance.
AMD: AMD collaborates with Meta to optimize Muse Glimmer performance on its hardware.
Jul 25, 2026 · 114 articles
Business
Jensen Huang: Jensen Huang, Nvidia's CEO, is credited with ensuring the company's long-term dominance, supporting the bullish case for Nvidia's growth.
AMD: AMD is also compared unfavorably to Nvidia, with Nvidia trading at lower multiples, indicating AMD's competitive position is weaker in AI.
Aug 13, 2026 · 6 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
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: AMD is mentioned as a customer of Synopsys, indicating the non-exclusive nature of the Nvidia-Synopsys partnership.
Dec 01, 2025 · 8 articles
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