AMD

AMD is a U.S. chip company competing with NVIDIA in GPUs and with Intel in CPUs.

AMD is an American semiconductor company that makes both CPUs and GPUs. It has been competing with Intel for CPUs for a long time, and has greatly expanded its presence in the PC and server markets with the Ryzen series. In the AI era, it is challenging NVIDIA with the MI series (Instinct), a GPU for data centers. With NVIDIA virtually monopolizing the AI chip market, the expectations of big tech companies looking for alternatives are focused on AMD. In fact, major cloud companies and AI companies are adopting AMD's AI accelerators, and a large-scale chip supply cooperation with OpenAI was announced, which became a hot topic.

However, the software ecosystem is as important as hardware performance, and many say that AMD's ROCm, which corresponds to NVIDIA's CUDA, is still lagging behind in maturity. The key is how much this gap can be narrowed.

✅ Strengths

• It is considered as virtually the only large-scale GPU alternative in the NVIDIA monopoly structure
• It has comprehensive semiconductor design capabilities that can design both CPUs and GPUs
• It is securing demand for AI chips through cooperation with large customers such as OpenAI.

⚠️ Limits

• The software ecosystem (ROCm) is less mature than NVIDIA CUDA
• AI accelerator market share is still far behind NVIDIA
• Expectations are reflected in stock prices, so there is high volatility if performance falls short of expectations