Can AMD catch up to Nvidia in the AI GPU market?

Yes, AMD has lined up new chip launches in 2025 and 2026 that could help it regain market share from Nvidia. Its MI350 and MI400 GPUs are expected to deliver massive performance improvements.

How much has Nvidia's data center revenue grown compared to AMD?

Nvidia's data center revenue grew 56% year-over-year in the previous quarter, reaching $41 billion, while AMD's data center revenue increased by just 14% to $3.2 billion.

Home / Business and Economy / AMD Primed to Reclaim AI GPU Market Share from Nvidia in 2026

AMD Primed to Reclaim AI GPU Market Share from Nvidia in 2026

Q: What are some of the major customers using AMD's AI processors?

AMD has built a solid customer base, including tech giants like Microsoft, Meta Platforms, and Oracle, which are using its MI300 series of processors.

8 Sep

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Summary

AMD's data center revenue grew 14% YoY, lagging Nvidia's 56% growth
AMD's new MI350 AI GPUs promise 35x performance boost over previous gen
AMD's MI400 chips in 2026 expected to deliver massive performance leap

AMD Primed to Reclaim AI GPU Market Share from Nvidia in 2026

Advanced Micro Devices (AMD) has seen its stock price rise 26% so far in 2025, nearly double the gains of the broader semiconductor index. This impressive performance is largely driven by the company's consistently solid growth in recent quarters.

However, AMD has fallen behind its rival Nvidia in the lucrative artificial intelligence (AI) data center graphics processing unit (GPU) market. Nvidia's data center revenue grew 56% year-over-year in the previous quarter, reaching a staggering $41 billion, while AMD's data center revenue increased by just 14% to $3.2 billion.

But AMD is not willing to let Nvidia dominate this space unchallenged. The company has lined up new chip launches in 2025 and 2026 that could help it claw back some of the market share. Its MI350 AI GPUs, set to be launched this year, are expected to deliver a 35-times jump in inference performance compared to the previous generation. Additionally, AMD's MI400 processors, slated for 2026, are likely to offer a massive performance boost over the current MI300 series.

AMD has already built a solid customer base, including tech giants like Microsoft, Meta Platforms, and Oracle, which are using its MI300 series of processors. The company is poised to win more customers for its upcoming AI GPU offerings, as they are expected to pack significantly more memory than Nvidia's competing products.

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