The Ratings Game: AMD, Nvidia face ‘tight’ budgets from cloud-service providers even as AI grows

With Advanced Micro Devices Inc. making its big push into the AI data-center market at its event in San Francisco this week, following Nvidia Corp.’s similar event in late March, one analyst sees both companies launching into a tighter-than-expected market.

The growth of artificial-intelligence products, which rely on massive data centers run by cloud-service providers or “hyperscalers,” has figured highly into the performance of both Nvidia NVDA and AMD AMD this year. Nvidia shares are up 187% year to date — giving the company…

This post was originally published on Market Watch

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Futurist Eric Fry says it will be a “Summer of Surge” for these three stocks

One company to replace Amazon… another to rival Tesla… and a third to upset Nvidia. These little-known stocks are poised to overtake the three reigning tech darlings in a move that could completely reorder the top dogs of the stock market. Eric Fry gives away names, tickers and full analysis in this first-ever free broadcast.

Watch now…

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