they are playing in similar market segments, have their own unique strengths, and also jointly make products. You can’t be bullish NVDA and not also be bullish $AMD
Game consoles exclusively Nvidia:
Game consoles exclusively AMD:
Sony PS4, Sony PS5
Xbox One, Xbox Series X
Game clouds exclusively Nvidia:
Game clouds exclusively AMD:
Smart phone GPU deals:
Samsung just partnered with AMD Radeon. Nothing for Nvidia.
Software, self driving cars, AI market:
NVDA has proprietary software and CUDA cores that are industry standards in some areas that AMD has difficulty positioning their open source solutions. Edge NVDA for now.
Overall GPU market is shared between AMD, Intel and Nvidia, Nvidia in more laptops, AMD has all Apple products, desktop GPU high end NVDA but AMD RDNA 1+ is pulling in the low-mid range market.
AMD and Nvidia are now working together on various laptops and server platforms: