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NVIDIA monopolizes the AI chip market; after two years, AMD catches up with CPUs
CryptoWorld News reports that analysts have pointed out that after two years of monopoly in the artificial intelligence chip market by NVIDIA, AMD has caught up with its CPU offerings. AMD’s stock price soared to a record high on Wednesday, as its strong outlook boosted investor confidence in AI infrastructure, driving global semiconductor stocks higher. Analysts believe that AMD is a leading challenger to NVIDIA’s dominance and benefits from focusing on the CPU business. As companies shift toward proxy-based AI, the demand for CPUs is expanding beyond just training large models with GPUs. Michael O’Rourke, Chief Market Strategist at Jones Trading, stated that NVIDIA’s monopoly is gradually being caught up by other companies, and the market size continues to grow, leaving room for future development. Matt Britzman, Senior Stock Analyst at Hargreaves Lansdown, said that AMD’s competition is no longer limited to GPUs but is expanding into a broader range of computing fields.