Explore the latest developments concerning Nvidia vs. AMD.
Nvidia vs. AMD vs. Intel: Which Stock Is the Better Buy for the Server CPU Boom?
Intel (NASDAQ: INTC) and Advanced Micro Devices (NASDAQ: AMD) have outperformed Nvidia (NASDAQ: NVDA) so far in 2026. However, Nvidia is coming after one of Intel and AMD's most important businesses, which could derail their momentum.
Earlier this year, it emerged that Nvidia will start selling its Vera server central processing units (CPUs) as a stand-alone product to customers. It now appears that the company has already started making a solid dent in this market, according to a report by Tom's Hardware, and that doesn't bode well for Intel and AMD.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Can AMD break the CUDA Moat? AMD Advancing AI 2026
When we published our first AMD software article, we gave AMD a 0% chance of closing the gap with Nvidia in AI accelerators. Software was broken, progress was unexciting, and we were the top bug submitter for many months with dozens of AMD engineers triaging our bug reports.
Six months later, in our AMD 2.0 article, we took the non-consensus position of upgrading from 0% chance to a much more meaningful chance at success. We published this opinion when sentiment towards AMD was sitting at rock bottom, and when most of the market thought we were were being far too optimistic towards AMD.
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