AMD Positioned to Outperform Nvidia in AI Race, Says Citi

Global investment bank Citi has identified Advanced Micro Devices (AMD) as a stronger contender than Nvidia (NVDA) in the AI hardware sector. The firm’s analysis highlights AMD’s capital-light model and engineering investments as key advantages in the high-stakes competition for AI dominance.

Tech giants from Microsoft to Alphabet have poured billions into next-generation AI development over the past two years. The arms race now extends to consumer devices, with Apple and Samsung integrating AI capabilities into smartphones to meet surging demand.

AMD’s strategic positioning comes as the semiconductor industry undergoes tectonic shifts. "The interface battleground will determine the next phase of growth," observes one Wall Street analyst, noting how specialized architectures are displacing traditional GPU dominance.