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The AI chip race shifts from GPUs to server CPUs, with AMD and NVIDIA battling for dominance.

Market News
29 Sep 2026
24/7 Wall Street
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Bullish
The AI chip race shifts from GPUs to server CPUs, with AMD and NVIDIA battling for dominance.

NVIDIA and AMD both reported strong data center revenues driven by AI demand, but the competition is shifting from GPUs to server CPUs. AMD's EPYC server CPUs are gaining traction with record revenue growth, while NVIDIA is expanding its CPU presence with its Grace line and new products like Vera Rubin. This shift matters because agentic AI relies heavily on CPUs to manage continuous software agents, opening a new battleground worth billions. Investors are watching AMD's upcoming Helios platform and NVIDIA's CPU growth closely to see who will lead this evolving market.

Nvidia shares are trading at USD 230.18 with a slight gain of 0.58% on Pluang, reflecting steady investor interest despite the shifting competition in AI hardware. The stock's market cap stands at $5.53 trillion, with a typical hold time of 115 days among Pluang users. These figures are current as of Sep 29, 2026 23:02 WIB.

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