$NVIDIA(NVDA.US)$AMD(AMD.US)Will the AMD-OpenAI Partnership Impact Nvidia’s Dominance?
Currently, Nvidia has long dominated the AI chip market, holding over 90% of the market share. However, AMD has just signed a multi-billion-dollar GPU supply deal with OpenAI, marking the first real threat to Nvidia’s position in this field. This partnership has driven AMD’s stock price to surge and demonstrates that AMD’s products and technology are finally competitive. At the same time, OpenAI is diversifying its supply chain, reducing reliance on a single supplier. Nvidia, meanwhile, is facing antitrust scrutiny from regulators, indicating that the market landscape may be shifting.Can AMD’s partnership with OpenAI truly shake Nvidia’s dominance in the AI chip market?
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