AMD and Nvidia's R&D budgets were quite similar ten years ago, but in recent years, Nvidia has been leaving its GPU rival behind in investment in this critical activity. According to the latest figures, Nvidia's spending on new technologies is about two times higher than that of AMD, according to Tech Fund. But while Nvidia's R&D spending easily eclipses AMD's, it is still way behind Intel and Qualcomm, and they all pale behind Apple's R&D expenditure.
Regarding R&D spending, Nvidia invests in data center GPUs for AI and HPC (now its bread-and-butter business), client PC GPUs, networking gear, and DPUs that are used to support its data center products. Given how fast Nvidia's H100/H200 and B100/B200 datacenter GPUs are selling, the company can afford to fire up its research and development department on all cylinders to develop new GPUs.
