Today's video focuses on recent partnerships affecting Advanced Micro Devices (AMD 1.14%) and Nvidia (NVDA -1.99%). I also discuss which companies I believe benefit the most from these partnerships. Here are some highlights from the video.

  1. AMD's stock price closed 2.5% up after the company announced an expansion of its current collaboration with Alphabet's (GOOG 1.06%) (GOOGL 1.08%) Google Cloud. Nvidia's stock price closed 0.9% up after it announced a new partnership with Electronic Arts (EA -1.09%).
  2. On Sept. 30, AMD announced that Google Cloud is expanding its use of AMD's EPYC processors. Google Cloud previously offered developers the ability to use virtual machines powered by AMD's second-generation server processors. It will now be offering virtual machines powered by AMD's third-generation processor, which provides an improvement in price per performance. 
  3. On Sept. 30, Nvidia partnered with Electronic Arts to bring its games to Geforce Now. Geforce Now is Nvidia's cloud game streaming service that allows its subscribers to stream games on a high-performance Nvidia-powered computer. Geforce Now enables gamers to play high-performance games without needing an expensive gaming computer. The partnership is beneficial to Electronic Arts, as it provides EA with new customers who previously could not play EA games due to hardware restrictions.

Click the video below for my full thoughts and analysis. 

*Stock prices used were the midday prices of Sept. 30, 2021. The video was published on Sept. 30, 2021.