--- title: "Did Nvidia Just Say Checkmate to AMD and Intel?" type: "News" locale: "en" url: "https://longbridge.com/en/news/298141675.md" description: "Nvidia, the AI chip leader, is expanding its dominance by launching standalone CPUs and acquiring Hugging Face for $12.9 billion. While this poses challenges to rivals AMD and Intel, Nvidia aims to broaden its AI ecosystem without forcing exclusivity. Analysts suggest that while competitors face headwinds, the market remains large enough for multiple players, meaning Nvidia has not completely 'checkmated' its rivals but has significantly strengthened its position." datetime: "2026-09-06T22:40:13.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/298141675.md) - [en](https://longbridge.com/en/news/298141675.md) - [zh-HK](https://longbridge.com/zh-HK/news/298141675.md) generator: "portal-rs" --- # Did Nvidia Just Say Checkmate to AMD and Intel? **Nvidia** (NVDA +0.84%) has established itself as the artificial intelligence (AI) chip leader, delivering double- and even triple-digit growth in recent quarters. This is thanks to the company's early presence in the space and its commitment to constant innovation. Though Nvidia clearly dominates, it isn't alone in this high-growth field, and rivals are also seeing success here. This increasing competition is one risk that investors have kept on their radar screens, with the idea that this market giant may eventually lose some share. But, in recent times, Nvidia has made key moves to stay ahead. One of these is the development of stand-alone central processing units (CPUs) -- an area where **Intel** (INTC +4.50%) and **Advanced Micro Devices** (AMD +4.69%) dominate. Nvidia's entry may represent a threat to these players. And now a fresh $12 billion move could represent yet another challenge for Intel and AMD. Did Nvidia just say checkmate to its fellow chip players? Let's find out. ![Robotic hand moves a black chess pawn amid fallen pieces on a chessboard.](https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2Nkbi5jb250ZW50LmZvb2xjZG4uY29tL2ltYWdlcy8xdW1uOXFlaC9wcm9kdWN0aW9uLzBiNjFiMDIxZThjNmZkM2Y2MDlmNzI5ZjQxODgzYjcxNmFmOWFiNjgtMTIwMHg4MDAuanBnP3c9MTIwMCZoPTgwMCZxPTc1JmF1dG89Zm9ybWF0Jnc9Mzg0MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) Image source: Getty Images. ## Nvidia's leadership First, let's consider Nvidia's competitive path so far. As mentioned, Nvidia ensured its market position by entering early -- that headstart, along with frequent launches of updated platforms and an expansion of products and services, has maintained the company's market position. Though rivals such as AMD and Intel have launched AI chips and systems and have delivered growth, Nvidia remains significantly ahead. AMD and Intel, however, are longtime leaders in CPUs, the type of chips found in all computers. In the earliest stages of the AI boom, the CPU didn't play a big role. Instead, chips such as graphics processing units (GPUs) powered tasks like model training. But in the next stages of the boom, the CPU is expected to shine as it fuels the actions of AI agents. Nvidia, aiming to benefit from this next phase of AI growth, is launching its first stand-alone CPU -- and already forecasts $20 billion in CPU sales this year. The company says it expects to dominate this market too. This isn't great news for AMD and Intel, and Nvidia's latest move might represent an even bigger challenge. Nvidia this past week announced its plan to buy open-source AI platform Hugging Face for $12.9 billion. Expand ![Nvidia Stock Quote](https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) ## NASDAQ: NVDA Nvidia Premium Feature Moneyball Superscore 94/100 Today's Change (0.84%) $1.91 Current Price $230.36 ### Key Data Points Market Cap $5.6TMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary. Day's Range $229.63 - $234.76 52wk Range $164.27 - $236.54 Volume 135.4M Avg Vol 136.9M Gross Margin 74.67% Dividend Yield 0.12% ## What is Hugging Face? What exactly is Hugging Face? It's a place where developers, researchers, companies, and tech fans can go to freely access, build, and test AI models. The acquisition, Nvidia's second-largest after the purchase of Groq assets last year, is a wise move for Nvidia as it broadens the company's position in the AI ecosystem and brings it into contact with a wide range of developers who require compute. Nvidia has pledged to keep Hugging Face neutral, a platform supporting the use of compute from any provider. "Nvidia compute will not be required to build on or deploy through Hugging Face," chief Jensen Huang wrote in a blog post announcing the deal. But analysts have speculated that Nvidia software stacks could eventually see better integration than those of others, a point that could work in Nvidia's favor. So, considering all of this, did Nvidia just say checkmate to AMD and Intel? This latest acquisition isn't the best news for Nvidia's rivals, as it further expands this leader's presence in the AI ecosystem and offers it a certain level of control in yet another area. But it's unlikely Nvidia would take steps that would significantly weigh on rivals -- if developers relying on AMD or Intel compute face difficulties on Hugging Face, they may not stick around. Nvidia must ensure a high-quality user experience for everyone to maintain Hugging Face's usefulness and popularity. All this means Nvidia didn't exactly say checkmate to AMD and Intel – they may face some headwinds, but I expect growth to continue, as there is plenty of room for more than one player in this space. At the same time, the acquisition of Hugging Face is a fantastic move for Nvidia, further broadening its role in this AI revolution. ### Related Stocks - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [NVDB.US](https://longbridge.com/en/quote/NVDB.US.md) - [NVDG.US](https://longbridge.com/en/quote/NVDG.US.md) - [NVDO.US](https://longbridge.com/en/quote/NVDO.US.md) - [NVDW.US](https://longbridge.com/en/quote/NVDW.US.md) - [NVYY.US](https://longbridge.com/en/quote/NVYY.US.md) - [NYYY.US](https://longbridge.com/en/quote/NYYY.US.md) - [DIPS.US](https://longbridge.com/en/quote/DIPS.US.md) - [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md) - [INTW.US](https://longbridge.com/en/quote/INTW.US.md) - [LINT.US](https://longbridge.com/en/quote/LINT.US.md) - [INYY.US](https://longbridge.com/en/quote/INYY.US.md) - [AMUU.US](https://longbridge.com/en/quote/AMUU.US.md) - [AMDL.US](https://longbridge.com/en/quote/AMDL.US.md) - [AMDD.US](https://longbridge.com/en/quote/AMDD.US.md) - [AMDG.US](https://longbridge.com/en/quote/AMDG.US.md) - [DAMD.US](https://longbridge.com/en/quote/DAMD.US.md) - [AMDY.US](https://longbridge.com/en/quote/AMDY.US.md) - [AMDW.US](https://longbridge.com/en/quote/AMDW.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [04335.HK](https://longbridge.com/en/quote/04335.HK.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [09388.HK](https://longbridge.com/en/quote/09388.HK.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [Cathie Wood Cuts AMD and Puts $53 Million Into Nvidia](https://longbridge.com/en/news/298047152.md) - [AMD: AI and data center growth, product ramps, and strong customer demand drive a bullish outlook](https://longbridge.com/en/news/298337880.md) - [BREAKINGVIEWS-Nvidia wraps itself in $12.9 bln of insurance](https://longbridge.com/en/news/297941037.md) - [NVIDIA Buys Hugging Face, the Heart of Open-Source AI](https://longbridge.com/en/news/297939652.md) - [Nvidia Reportedly Nears $14 Bln Deal To Buy AI Startup Hugging Face](https://longbridge.com/en/news/297736097.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**