In a plot twist worthy of a Silicon Valley soap opera, NVIDIA and AMD have joined forces to power Saudi Arabia's ambitious AI venture, Humain. This $10 billion collaboration aims to construct AI factories boasting 500 megawatts of computing capacity over five years . It's as if Batman and Iron Man decided to co-host a tech expo in the desert.
NVIDIA, the reigning monarch of AI chips with an estimated 80% market share , continues to flex its muscles, recently unveiling the Grace Blackwell supercomputer . Meanwhile, AMD is making strategic moves, accelerating the launch of its MI350 GPU to mid-2025 and acquiring ZT Systems for $4.9 billion to bolster its AI infrastructure capabilities . With a $6 billion stock buyback plan announced , AMD is signaling confidence in its trajectory.
So, which stock has more upside? NVIDIA, with its dominant market position and robust ecosystem, offers stability and continued growth . However, AMD, the underdog with a penchant for surprises, presents a compelling case for significant gains, especially if it captures a larger slice of the burgeoning AI market . Investors might consider NVIDIA as the reliable steed and AMD as the dark horse with a potential to sprint ahead.
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