Recent reports indicate that AMD’s newest chips are leaving Nvidia behind, particularly in AI and data center applications. AMD CEO Lisa Su has broken her silence on the matter, underscoring the company’s advancements in performance and efficiency.

Industry experts suggest this marks a turning point, with AMD gaining momentum in sectors where Nvidia once led. Nvidia, known for its GPU dominance, now faces intense pressure as AMD’s innovations—such as the Instinct MI300 series—challenge its market position.

The rapid growth of AI has intensified the rivalry, with both companies racing to power next-gen computing. If AMD maintains this trajectory, it could significantly alter the semiconductor landscape, forcing Nvidia to accelerate its own innovations to stay competitive.