The Chip CEO Staring Down Nvidia and Talk of an AI Bubble

WSJ TechFriday, November 21, 2025 at 11:39:00 AM
PositiveTechnology
The Chip CEO Staring Down Nvidia and Talk of an AI Bubble
  • AMD's Lisa Su has introduced a new chip designed to target a substantial portion of the AI market, which is expected to grow to $1 trillion per year. This initiative highlights AMD's ambition to enhance its competitive stance against Nvidia.
  • The introduction of this chip is crucial for AMD as it seeks to establish itself in a rapidly expanding sector dominated by Nvidia, which has reported significant profit increases due to its focus on AI technologies.
  • The competitive landscape is intensifying as Nvidia recently reported a 65% profit jump, raising concerns about an AI bubble. AMD's entry into this market reflects broader industry dynamics where companies are racing to innovate and capture market share amid fluctuating investor sentiments.
— via World Pulse Now AI Editorial System

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