Relationship

NVIDIA competes with Advanced Micro Devices

AMD competes with NVIDIA in accelerated computing and artificial intelligence processors.

From

NVIDIA

To

Advanced Micro Devices

Importance

Very High

Confidence

98/100

Sources (1)

• AMD vs NVIDIA AI GPU Market Share 2026 — SiliconAnalysts, August 1, 2026

History

• 2023-12-01MI300X launch — modest inference-only foothold: AMD launched its Instinct MI300X accelerator, gaining early adoption mainly for AI inference workloads (e.g. Meta running Llama models on MI300X) while NVIDIA retained dominant share of AI training, the far larger and higher-margin segment.
• 2024-01-01NVIDIA revenue share peaks near 87%: NVIDIA's share of AI GPU revenue peaked at roughly 87% in 2024 as its Hopper and early Blackwell chips dominated hyperscaler buildouts, with AMD holding a low-single-digit share of the AI accelerator market by revenue.
• 2025-10-06OpenAI-AMD 6GW deal signals a marquee customer win: AMD's competitive position strengthened materially when it signed a 6-gigawatt, multi-generation GPU supply deal with OpenAI — including a warrant for up to 10% of AMD's shares — its most significant customer win yet against NVIDIA for a frontier AI lab's compute.
• 2026-01-01NVIDIA share projected to ease toward 75%: Industry estimates projected NVIDIA's AI accelerator revenue share easing from its 2024 peak toward roughly 75% by 2026, as AMD's MI350 series (shipped to hyperscalers in Q3 2025) and hyperscalers' own custom ASICs (targeting 10-15% share) both gained ground.

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