Moz (Muslim) Farooque is a financial journalist, U.S. stock and crypto analyst, and founding editor at Undervalued Deep Insights.He specializes in deep dives on AI & emerging tech, electric-vehicle disruptors, big-tech giants, blockchain & crypto markets, and entertainment & media stocks.

Advanced Micro Devices (NASDAQ: AMD) hasn't fared well in the artificial intelligence (AI) race so far. It has been beaten out by one of its rivals, Nvidia (NASDAQ: NVDA). Nvidia has captured a huge chunk of the AI computing market, with AMD only being around as a much cheaper alternative. Almost nobody was using AMD's platform.

Advanced Micro Devices (NASDAQ:AMD) stock is having a pretty easy time outperforming Nvidia (NASDAQ:NVDA) so far this year, with an impressive 95% gain year to date versus just 31% for NVDA stock. Indeed,

GPU pricing remains relatively stable month-over-month, but Nvidia's GeForce RTX 5090 is still in short supply, allowing retailers to charge a premium.

In a surprising turn, Intel and AMD are outperforming the Magnificent 7 tech giants in 2025 due to their strong focus on AI.

Nvidia and AMD have agreed to share 15% of their revenues from chip sales to China with the U.S. government, as part of a deal to secure export licenses

NVIDIA stock presents outstanding revenue growth during critical periods, higher profitability, and comparatively lower valuation compared to Advanced Micro Devices stock

Moore, the founder and CEO of RunZero, said that companies with big budgets can rely on custom solutions built by larger cloud services. AWS, for example, makes use of the Nitro Card, which is built using ASIC chips that accelerate processing using TEEs. Google’s proprietary answer is Titanium.

One PC hardware retailer told MyBroadband that AMD graphics card sales account for more than 50% of its total GPU sales.