AMD vs Nvidia: The AI Stock Showdown
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Show Notes
AI Boom: Nvidia vs AMD - Whos the Smarter Play?
Nvidia, the AI king, has seen its revenue skyrocket from $16.9 billion in FY2021 to over $26 billion in FY2026, making it the worlds most valuable company. However, AMD, playing catch-up in data center GPUs, is gearing up for the next waves of AI, including inference and agentic AI, where CPUs run the show. AMD has secured massive deals with OpenAI and Meta Platforms, bringing in hundreds of millions in revenue and building its moat in inference. While both stocks could benefit from the AI boom, AMDs smaller size and leadership in data center CPUs make it a smarter play for outsized gains in the next phase of the AI supercycle.
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