
While Advanced Micro Devices (NASDAQ: AMD) lost GPU market share to NVIDIA (NASDAQ: NVDA) during the initial AI boom, it stands to retake that share and more over time.
The primary cause is NVIDIA’s first-mover advantage and well-developed ecosystem. Advanced Micro Devices was less prepared for the AI shift but has worked diligently to flesh out its AI stack to include an end-to-end, developer-friendly ecosystem and is gaining traction in 2025.