Analyst: Two years after NVIDIA's monopoly on the AI chip market, AMD has caught up with CPUs.

Golden Finance reports that on May 7th, AMD’s stock price surged to a record high on Wednesday, driven by its strong outlook that boosted investor confidence in the ongoing demand for artificial intelligence infrastructure, thereby leading to an overall rise in global semiconductor stocks. Analysts and investors believe that AMD is a leader challenging NVIDIA’s dominance in the AI chip sector, and the company has also benefited from its focus on the CPU business. CPUs have become increasingly important as companies shift toward proxy-based artificial intelligence—systems capable of autonomous functions—making the demand no longer limited to GPUs used for training large models. “NVIDIA held a monopoly in the AI chip market for nearly two years, but now other companies are gradually catching up. Meanwhile, the market size continues to expand, leaving room for future growth,” said Michael O’Rourke, Chief Market Strategist at Jones Trading. Senior stock analyst Matt Britzman from Hargreaves Lansdown stated, “AMD’s story is no longer just about competing with NVIDIA on GPUs… but increasingly shifting toward broader computing opportunities, as the demand for AI workloads grows, with both CPUs and GPUs playing their respective roles.” (East News Agency)