Nvidia's 20-Year AI Bet Creates 'Unassailable' Moat, Warns Ex-AMD Engineer

Benzinga

Nvidia’s early and aggressive investment in AI tooling has created a software advantage that rivals, including AMD, may struggle to overcome, according to a former AMD engineer cited in an AlphaSense expert call transcript. The expert said Nvidia’s unassailable dominance in AI stems from universities training students exclusively on its software and tools, reinforcing the chipmaker’s dominance. AMD holds strengths in robotics, particularly in low-level motor control and embedded systems. Nvidia leads in large-scale inference and LLMs, while AMD’s edge lies in power efficiency and real-time control in industrial applications. AMD shares rose 3.52% on Monday, and Nvidia gained 1.37%. Both stocks remained flat in after-hours trading.

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00:00It's Benzinga bringing Wall Street to Main Street.

00:02As early and aggressive investment in AI tooling has created a software advantage that rivals,

00:06including AMD, may struggle to overcome, according to a former AMD engineer

00:10cited in Alphaset's Expert Call Transcript. The expert said NVIDIA's unassailable dominance in

00:15AI stems from universities training students exclusively on its software and tools,

00:21reinforcing the chipmaker's dominance. AMD holds strengths in robotics,

00:24particularly in low-level motor control and embedded systems.

00:27NVIDIA leads in large-scale inference and LLMs, while AMD's agileize in power efficiency

00:33and real-time control in industrial applications. AMD's shares rose 3.50% on Monday,

00:39and NVIDIA gained 1.37%. Both stocks remain flat in after-hours trading.

00:43For all things money, visit Benzinga.com slash GSTV.

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