The global AI chip market is heating up as AMD (AMD, Financial) and NVIDIA (NVDA) engage in fierce competition. AMD announced new products at COMPUTEX 2025, including the Zen5-based Ryzen Threadripper PRO 9000 series and Radeon AI PRO R9700 graphics card. AMD's MI355 chip now rivals NVIDIA's B200/G200 in performance, with a claimed 35-fold speed increase over its predecessor, positioning it against NVIDIA's flagship offerings. AMD's aggressive pricing strategy and the scheduled July release highlight its competitive stance.
Despite these advancements, NVIDIA maintains dominance, holding a 98% market share in AI data centers, driven by its CUDA ecosystem. Meanwhile, AMD's MI300X chip is gaining traction among companies like Microsoft. The Threadripper series has evolved significantly, with the latest PRO 9000 series boasting five times the core count and improved memory bandwidth, catering to professional workstations.
The competition is driven by rapid technological iterations. NVIDIA's investment in R&D surpasses AMD's, reinforcing its lead in GPU architecture and software ecosystem. The market dynamics are shifting, with AMD striving to leverage TSMC's advanced processes and product innovations to close the technology gap.
