Nvidia vs AMD — the strategy behind it | Stratrix

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Angles: Moat & Competition

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The Moat Anatomy · Moat & Competition

AMD Is Catching Nvidia on Silicon. It's the Software It Can't Catch.

Everyone frames the AI-chip race as a hardware fight. It isn't. AMD's EPYC CPU already holds a third of the x86 server market and its Instinct GPUs powered El Capitan — the world's fastest supercomputer from its debut in November 2024 through June 2026 — yet to compete in AI it had to secretly fund a project just to run Nvidia's software at all.