NVIDIA (NASDAQ: NVDA) Stock Leads AMD (NASDAQ: AMD) On Valuation And Growth As AI Hardware Race Intensifies - foreignpolicyjournal.com

As the AI hardware race intensifies, NVIDIA outperforms AMD in both revenue growth and market valuation, driven by strong demand for its Blackwell platform. While NVIDIA reported a record $81.6 billio... Read original →

NVIDIA’s Blackwell dominance has triggered structural strain across the AI supply chain—particularly in TSMC’s Taiwan, China-based 3nm EUV capacity and HBM4 memory allocation—leaving AMD struggling to scale MI450/MI455X deliveries despite Meta’s backing. U.S. export controls on AI chips to China could undermine NVIDIA’s $119B order book but may accelerate China’s domestic compute stack integration. AMD is likely pivoting toward edge AI and scientific workloads (e.g., Vera Rubin Observatory) using Dynamo 1.0’s efficiency edge to avoid head-on data center clashes. Over the next 18 months, interconnect bandwidth and performance-per-watt will define the next AI cluster standard: NVIDIA’s NVLink versus AMD’s Infinity Fabric. The winner-takes-all dynamic remains intact, but the runner-up’s window for relevance is rapidly closing.