Clash of AI Titans : NVIDIA vs AMD – A Battle for Supremacy

Market Dominance vs. Rising Challenge

NVIDIA remains the undisputed leader in the AI chip arena, capturing over 80–85% of the market share, backed by strong data center revenues—$22.6 billion in Q1 FY2025 alone—and continued Demand for its H100 and Blackwell architectures uSMARTEntrepreneurLinkedIn. However, AMD is gaining momentum. Its Instinct MI300 series, including the MI300X with 192GB HBM3 memory and high bandwidth, is shaking up the market and winning adoption from hyperscalers like Meta and Microsoft, LinkedIn, and CNBC. AMD CEO Lisa Su claims that the new MI350 and MI355X chips are “matching or outperforming”NVIDIA’s B200 and GB200 at a lower cost, offering up to 40% more tokens per dollar, Entrepreneur. This article provides brief information about NVIDIA vs AMD.

Performance & Technical Specs

Memory & Bandwidth: AMD’s MI300X boasts more memory capacity (192GB vs. NVIDIA’s 120GB for H100) and bandwidth, reducing the number of GPUs needed for large models CNBCLinkedIn.

Architecture Innovations:

NVIDIA: Leverages CUDA—a mature, proprietary ecosystem dominant in AI workloads vtechinsider.comForbes.
AMD: Focuses on open-source flexibility with ROCm, appealing to developers who favor interoperability and open ecosystems. vtechinsider.comDEV Community.

Process Technologies:

AMD’s MI325X touts a 5 nm build, higher memory bandwidth, and more memory compared to NVIDIA’s 4 nm H100—but with higher power draw uSMART.
The upcoming MI350 series built on 3 nm promises up to 35× improvement in AI inference performance and 4× compute capability over prior generations. Online Queso.
NVIDIA’s Blackwell and Rubin architectures remain on the cutting edge of AI performance, though facing stiff competition Barron’sForbes.

NVIDIA vs AMD – Adoption Trends & Strategic Moves

Major AI players are diversifying: Meta deployed 173k AMD GPUs vs. 224k NVIDIA GPUs, while Microsoft sourced 16% of its GPUs from AMD, signaling growing confidence in AMD’s offerings LinkedIn.

Geopolitical Twist: Chips, Trade & Policy

Recent U.S. policy shifts are reshaping the competitive landscape:

Export Licensing & Revenue Sharing: Under President Trump, the U.S. now allows NVIDIA’s H20 and AMD’s MI308 (downgraded chips) to be sold in China in exchange for a 15% revenue share—with potential plans to allow even more advanced Blackwell/MI308 exports under similar terms TIMETom’s HardwareFinancial TimesThe GuardianInvestors.

Chinese Pushback: Chinese authorities have advised firms, particularly government and security agencies, to avoid these chips over concerns of “backdoors” or security risks, intensifying local regulator scrutiny, El PaísMarketWatchInvestors.

These developments could alter market dynamics, potentially increasing AMD’s regional appeal if different export terms emerge.