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AMD's record data center sales challenge Nvidia's AI dominance with cheaper Helios racks.

Market News
14 Oct 2026
24/7 Wall Street
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Neutral
AMD's record data center sales challenge Nvidia's AI dominance with cheaper Helios racks.

AMD posted record revenue driven by a 50% rise in Data Center sales, highlighting its Helios racks as a cost-effective alternative to Nvidia's AI platform. While Nvidia's Data Center revenue more than doubled, AMD claims its Helios offers up to 30% more tokens per dollar, appealing to hyperscalers facing Nvidia supply shortages. AMD's strategy focuses on competitive pricing and memory capacity, but Nvidia maintains a stronger ecosystem and higher margins. The true impact of AMD's Helios will become clearer as shipments ramp up through late 2026 and into 2027, with major AI customers committing to long-term deals.

Nvidia trades at USD 227.54 with a slight 0.43% decline as of Oct 14, 2026 18:12 WIB on Pluang, showing steady investor interest with 75% buy orders. This comes amid AMD's push to challenge Nvidia's dominance in AI data centers through competitive pricing and memory capacity. Nvidia's market cap stands at $5.52 trillion, reflecting its strong ecosystem and investor confidence despite increased competition.

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