AMD Gaining Ground in A.I. Race Against NVDA Through Pricing Power

LikeFolio's Andy Swan considers Nvidia (NVDA) the "Secretariat" of the A.I. race. However, AMD Inc. (AMD) is catching up to the market leader. Likefolio's data shows AMD has gained significant web traffic while Nvidia dragged. As Andy explains, customers may be looking for cheaper chip options, adding that it can "pick up the pieces" Nvidia leaves behind.

Fast Market

08 Aug 2025

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