Prediction: Nvidia Stock Will Outperform AMD Through 2028 - finance.yahoo.com

The rivalry between Nvidia and AMD has intensified since the AI arms race began in 2023. While Nvidia outperformed AMD for the first three years, 2026 saw a shift, with AMD surging 115% versus Nvidia'... Read original →

Nvidia's technological leadership in AI chips is reinforcing a positive feedback loop in the data center ecosystem, driving demand for upstream tools like EDA and advanced process nodes. Although AMD surged in 2026, its underperforming consumer segment and slower overall revenue growth weaken long-term appeal. Geopolitical dynamics, particularly U.S. export controls on semiconductor technologies, are strengthening Nvidia’s competitive moat, while AMD faces supply chain vulnerabilities, especially in Taiwan, China and Hong Kong, China. Over the next two years, Nvidia is expected to deepen partnerships in cloud computing and AI training chips, reinforcing its dominance. AMD may pivot toward high-performance computing niches to regain traction. Looking ahead, the explosive growth in AI compute demand will accelerate industry consolidation, with Nvidia’s ecosystem strength positioning it to maintain its growth trajectory through 2028.