Deep Tide TechFlow message. On July 25, AMD is advancing its AI 2026 strategy, trying to break through the Nvidia CUDA ecosystem barrier. According to SemiAnalysis, AMD offers customers such as OpenAI equity rebate discounts of up to 105%, while making improvements in agent core generation and software quality. However, AMD still faces challenges such as instability in its internal development clusters and difficulties scaling production for its next-generation Helios MI455X products. The report focuses on AMD’s competitive posture against Nvidia’s CUDA ecosystem in the AI chip market.