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Nvidia Outpaces AMD in AI Infrastructure Race as Spending Tops $1 Trillion

Motley Fool Read original source (opens in a new tab)
The Story

News Summary

  • AI data center spending is projected to exceed $1 trillion next year, benefiting Nvidia and AMD.
  • Nvidia maintains an 86% GPU market share with stronger valuation metrics than AMD, making it the preferred long-term AI infrastructure play despite solid growth projections for both chipmakers.
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NVDA price history

218.29 +19.87% over the displayed period

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