It has been years in the making, but Advanced Micro Devices (NASDAQ: AMD) is set up to accelerate its revenue and sustain high-level growth for years, as it’s become the spokes to NVIDIA’s (NASDAQ: NVDA) hub. NVIDIA’s GPUs and AI infrastructure offer many advantages and will continue to drive AI. However, Advanced Micro Devices GPUs, specifically the MI450 line to be launched this year, also offer advantages that are altering the AI landscape.
NVIDIA has the first-mover advantage and positioning, as its stack was well-developed before the AI boom (actually caused it) and is best-suited for high-power, rapid model training and the proliferation of AI.
