Nvidia’s dominant position means that it sets the tone for a generation, and in most cases, the merits of a GPU from AMD or Intel are judged based on how they compare to Nvidia. I’m not saying ...

At best, Advanced Micro Devices (AMD) and Intel (INTC) are actively competing with AI chips to seek positioning as viable alternatives for Nvidia’s H100 (the company’s graphics processing unit).

Advanced Micro Devices, Inc (NASDAQ:AMD) surpassed Intel’s data center chip revenue in the last quarter, marking a reversal from 2022 when Intel’s data center revenue was three times that of AMD.

“I consider all of those things—things like AVX and AMX and security extensions—to be on the table, because that’s the kind of feedback that we want now. AMD and Intel will, respectively ...