星球日报|5月 07, 2026 07:10
Analyst: After Nvidia monopolizes the AI chip market for two years, AMD catches up with CPU
Odaily Planet Daily reported that AMD's stock price soared to a historic high on Wednesday, as its strong prospects boosted investors' confidence in the sustained demand for artificial intelligence infrastructure, thereby driving the overall rise of global semiconductor stocks. Analysts and investors believe that AMD is a leader in challenging Nvidia's dominant position in the field of artificial intelligence chips, and the company also benefits from its focus on CPU business. CPUs have come to occupy an important position as enterprises shift towards agent-based artificial intelligence - systems capable of performing autonomous functions - which no longer limits the scope of demand to GPUs used for training large models. NVIDIA once held a monopoly position in the artificial intelligence chip market for two years, but now other companies are gradually catching up. At the same time, the market size continues to expand, leaving room for future development, "said Michael O'Rourke, Chief Market Strategist at Jones Trading Company. Matt Blitzman, senior stock analyst at Hargreaves Lansden, said: "AMD's story is no longer limited to competing with Nvidia on GPUs... but is increasingly shifting towards a wider range of computer applications, as both CPUs and GPUs will play their respective roles as the demand for artificial intelligence workloads increases. ”(Golden Ten)
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