AMD and Intel Vie for AI Chip Supremacy Amid Nvidia’s Dominance

The semiconductor rivalry between AMD and Intel has intensified as both companies scramble to catch up with Nvidia's AI chip dominance. Once the undisputed leader in CPUs, Intel has ceded significant ground to AMD due to strategic missteps and product delays. Under CEO Lisa Su's leadership, AMD transformed from near-bankruptcy to a formidable competitor, eroding Intel's market share with superior products.

Recent blockbuster partnerships have reignited investor interest in both chipmakers, triggering stock rallies. While Nvidia remains the clear AI frontrunner, analysts are now scrutinizing whether AMD or Intel presents the better buying opportunity after their latest strategic moves. The Street appears divided on which company can effectively challenge Nvidia's AI hegemony.