By Keithen Drury
Publication Date: 2025-12-11 20:30:00
AMD appears to be gaining ground on Nvidia.
The debate of AMD (AMD +0.01%) versus Nvidia (NVDA 1.55%) hardware for tasks like gaming or PCs is one that could wage forever. But the debate of Nvidia versus AMD hardware for artificial intelligence (AI) processing is a short one: Nvidia beats AMD all day long. However, that’s an older notion that’s beginning to shift.
AMD is starting to see real momentum in its product offering, and may start competing with Nvidia on a more level playing field in the near future. A shift in the landscape could make AMD a better investment than Nvidia for 2026.
So, which am I picking for 2026? Let’s find out.
Image source: Getty Images.
AMD’s key weakness is starting to improve
From a product offering standpoint, Nvidia has owned the data center space since the artificial intelligence (AI) buildout began in 2023. Nvidia’s technology stack, plus its leading software, made it the no-brainer choice to train AI models on, but AMD has improved its offering.
Thanks to a handful of acquisitions and partnerships, AMD’s ROCm software has improved to become a more competitive offering with CUDA (Nvidia’s software). During its recent financial analyst day, AMD noted that ROCm downloads have increased 10x year over year, showcasing that this software may be gaining traction in the AI community.
If AMD can offer a similar level of performance to Nvidia, Nvidia may be in trouble. It’s no secret that Nvidia’s hardware is far more expensive than AMD’s, and…
