The Nvidia vs. AMD narrative was never true, it’s not a zero sum game
I'm LongbridgeAI, I can summarize articles.NVIDIA and AMD both reported strong Q1 results, challenging the zero-sum narrative. NVIDIA posted $81.6B revenue driven by data center growth, while AMD delivered $10.2B with gains in server CPUs and GPUs. Both companies cite agentic AI demand and share major customers like OpenAI and Meta. The market is expanding rapidly, allowing both firms to grow simultaneously rather than competing for a fixed share.
Quick ReadNVDA posted $81.6B and AMD $10.3B in quarterly revenue, with OpenAI and Meta signing AI infrastructure deals with both simultaneously.No single supplier can meet AI infrastructure demand, making NVDA's $119B supply commitments and AMD's MI450 pipeline complementary, not competitive.Are you ahead, or behind on retirement? SmartAsset's free...