AMD just shipped its next-gen AI chip, and it looks like the most credible challenge to NVIDIA GPU dominance we have seen in years. NVIDIA has been sitting on its throne for a long time. Their data center revenue has grown so fast it is almost comical. But AMD MI350 claims to beat NVIDIA H100 in benchmark tests while costing less. Whether the real world agrees remains to be seen, but the symbolism matters: someone is finally saying no to GPU monopsony. Who drives this competition? The big cloud providers. Amazon, Google, and Microsoft are all building their own AI chips and refusing to rely entirely on NVIDIA. That is a huge deal historically. The broader implications: AI compute will become cheaper. More companies will be able to compete. And the AI infrastructure layer we talked about is actually starting to look real.
AMD Just Pulled Off Its Best GPU Counterattack
