AMD & Nvidia
66 shared events · Importance 18 · Last updated Jul 05, 2026
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AMD competes directly with Nvidia in the global semiconductor market, vying for market share in high-performance GPUs, AI accelerators, and data center processors.
International
AMD: AMD experienced significant drops as AI stocks continued their sell-off, despite its strong growth in the data center segment.
Nvidia: Nvidia, a major chip company and a significant beneficiary of the AI boom, was a heavy weight on the S&P 500 after falling 3.7%, reflecting investor concerns about AI stock valuations.
Jun 03, 2026 · 191 articles
International
AMD: AMD is a rival to Nvidia in the US AI chip sector and is also racing to expand supplies of server CPUs, facing increased competition from Nvidia's entry into the CPU market.
Nvidia: Nvidia is losing significant market share in China's AI chip market due to US export controls and the rise of domestic competitors like Huawei. The company is pivoting to sell its new Vera CPU in China to regain ground.
Apr 20, 2026 · 20 articles
Business
AMD: AMD saw its stock decline, contributing to the overall weakness in the technology sector.
Nvidia: Nvidia's stock continued its decline, reflecting concerns about the stretched valuations of AI-focused companies.
Jun 16, 2026 · 56 articles
Domestic
AMD: AMD stock fell, adding to previous losses, as part of the broader pressure on chip companies due to AI valuation concerns.
Nvidia: Nvidia fell, contributing to the pressure on chip stocks due to concerns about AI valuation and market saturation.
Jul 02, 2026 · 27 articles
Business
AMD: AMD' stock performed robustly during a semiconductor rally, indicating positive sentiment in parts of the chip industry.
Nvidia: Nvidia's unveiling of new AI chips and a superchip for Windows PCs directly challenged Qualcomm's Snapdragon series, posing a significant competitive threat and contributing to Qualcomm's stock decline. Nvidia's earnings report was also a key market driver.
May 21, 2026 · 8 articles
International
AMD: AMD is another major producer of advanced chips that rely on TSMC for manufacturing, and its products could also be subject to similar export control issues.
Nvidia: Nvidia's AI chips are at the center of the alleged smuggling operation, with their export to China being restricted by United States regulations. The company's products are being diverted through illegal channels.
Apr 20, 2026 · 34 articles
Business
AMD: OpenAI is incorporating AMD chips alongside Nvidia to meet infrastructure demands, indicating a diversification of chip suppliers.
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.
Sep 05, 2025 · 6 articles
Business
AMD: AMD was 3.4% higher, indicating strong performance in the semiconductor industry.
Nvidia: Nvidia rose 1.3%, contributing to the positive performance of technology stocks, particularly in AI.
Jun 29, 2026 · 8 articles
Domestic
AMD: AMD is a customer of Samsung Electronics, contributing to the demand for advanced memory chips used in AI servers and processors.
Nvidia: Nvidia is a major AI player and customer of Samsung Electronics, driving demand for advanced memory chips used in AI servers and processors.
Apr 20, 2026 · 86 articles
Business
AMD: AMD is mentioned as a customer for whom Micron Technology designs specialized HBM chips.
Nvidia: Nvidia, a key customer and partner of Micron Technology, relies on Micron's HBM chips for its AI processors. Nvidia's continued demand and collaboration have been instrumental in Micron's success and the broader AI infrastructure build-out.
May 19, 2026 · 104 articles
Business
AMD: AMD is an AI chipmaker contributing to the high demand for advanced production lines from TSMC.
Nvidia: Nvidia is an AI chipmaker contributing to the high demand for advanced production lines from TSMC.
Jun 18, 2026 · 41 articles
Business
AMD: AMD (AMD) supplies graphics processing units (GPUs) to Oracle Corporation for its AI data centers, supporting AI workloads.
Nvidia: Nvidia supplies graphics processing units (GPUs) to Oracle Corporation for its AI data centers, which are crucial for AI training and inference workloads.
Jun 14, 2026 · 13 articles
Tech
AMD: The Dell Technologies PowerEdge XE7745 server supports dual 5th Gen AMD EPYC processors, meaning AMD's products are integrated into the new liquid-cooled solution.
Nvidia: The Dell Technologies PowerEdge XE7745 server supports up to eight high-density NVIDIA RTX PRO
6000 Blackwell GPUs, indicating Nvidia's products are integrated into the new liquid-cooled solution.
Jun 25, 2026 · 6 articles
Tech
AMD: AMD (AMD) is mentioned as a supplier whose chips OpenAI is expected to continue using for many workloads, alongside Nvidia, despite the introduction of Jalape
no.
Nvidia: Nvidia faces increased competition and potential long-term pressure on its pricing power as OpenAI, a major customer, develops its own custom AI chips to reduce dependence on Nvidia's GPUs for inference workloads. While OpenAI will continue to use Nvidia chips for some tasks, this development signals a shift in the AI hardware landscape.
Jun 24, 2026 · 52 articles
Business
AMD: AMD is mentioned as a company through which investors are exposed to the AI semiconductor trade, similar to Nvidia.
Nvidia: Nvidia is a major customer of SK Hynix, purchasing high-bandwidth memory chips for its AI systems. The partnership between the two companies is crucial for the development of next-generation AI infrastructure.
Apr 20, 2026 · 36 articles
Tech
AMD: AMD is a US chipmaker whose hardware is not used in the training or running of GLM (AI), indicating China's efforts to circumvent US chip restrictions.
Nvidia: Nvidia is a US chipmaker whose hardware is not used in the training or running of GLM (AI), indicating China's efforts to circumvent US chip restrictions.
Apr 20, 2026 · 13 articles
Tech
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.
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.
Apr 07, 2026 · 13 articles
Business
AMD: AMD was among the high-flying technology giants affected by the widespread tech sell-off, indicating a broader market trend that impacted SpaceX and Tesla, Inc..
Nvidia: Nvidia was among the high-flying technology giants affected by the widespread tech sell-off, indicating a broader market trend that impacted SpaceX and Tesla, Inc..
Jun 24, 2026 · 9 articles
Business
AMD: AMD was mentioned as reclaiming ground alongside Qualcomm and broader semiconductors, benefiting from the positive market sentiment.
Nvidia: Nvidia's RTX Spark was mentioned as a competitor in the Windows on Arm PC market, which had previously impacted Qualcomm's stock.
Jun 12, 2026 · 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
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
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 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
Business
AMD: The CEO of AMD, Lisa Su, was recognized on Forbes' list.
Dec 11, 2025 · 6 articles
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