NVDA Jan 2025 1920.000 call

Nvidia, AMD's new chips spice up AI race for data centers

Nvidia (NVDA) and Advanced Micro Devices (AMD) introduced their latest generation of AI chips — Nvidia's Ruben and AMD's MI325X accelerator — as the chip giants accelerate into a new product cycle. I/O Fund Lead Tech Analyst Beth Kindig joins The Morning Brief to comment on the market share these chip leaders have room to acquire as they roll out more of these products in the tightening AI race. "So in this AI battle, this AI competition between AMD and Nvidia, what we're seeing is something that has never been done before at the data center level," Kindig tells Yahoo Finance. "They're basically going to be releasing these every year, as you said, there's Blackwell by the end of this year, Blackwell Ultra, Ruben, Ruben Ultra. And within that, there's additional variations." Catch Yahoo Finance's full interview with Nvidia CEO Jensen Huang. For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Luke Carberry Mogan.