AMD

AMD is NVIDIA's primary challenger in the AI accelerator market, with its MI300X GPU gaining traction at hyperscalers including Microsoft Azure, Meta, and Oracle. The MI300X uses a chiplet architecture integrating compute dies with HBM3 memory, fabricated at TSMC on the 5nm node. AMD's ROCm software stack has historically lagged NVIDIA's CUDA ecosystem, but significant investment is closing the gap for inference workloads. AMD also designs the EPYC server CPUs that power a significant portion of data center compute alongside its GPUs. As the only major fabless competitor to NVIDIA in the AI accelerator space, AMD's market share trajectory is closely watched as a signal of whether NVIDIA's dominance is permanent or contestable.