Nvidia Stock Widens the Gap Over AMD Stock as GTC Keynote Focuses on $1 Trillion Revenue Target

Nvidia (NVDA) is moving faster than the competition can keep up. On Monday, CEO Jensen Huang turned the GTC conference into a demonstration of power by doubling his sales forecast for the next two years. He now expects at least $1 trillion in sales for Blackwell and Rubin chips by late 2027. While AMD (AMD) has spent the last year catching up with its successful MI300 series, Nvidia is already moving the goalposts by launching entirely new categories of chips like the Vera CPU.

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Vera CPU Challenges AMD’s Dominance in Server Brains

AMD has long been the favorite for server CPUs, but Nvidia is now attacking that lead directly. The newly launched Vera CPU is the first processor built specifically for autonomous AI programs that can think for themselves. Nvidia claims this chip is 50% faster at these tasks than traditional server CPUs. This puts pressure on AMD’s EPYC line, as Nvidia is now offering a full stack where the graphics chip and the main processor are perfectly tuned to work together.

Groq Technology Gives Nvidia an Inference Edge

A major part of AMD’s strategy has been to offer better value for inference, the part of AI that answers user questions. However, Nvidia’s new Groq 3 LPX rack aims to shut that door. This system is 350 times faster than the previous generation. By spending $20 billion to bring Groq’s language processing technology in-house, Nvidia has created a system that can generate 700 million units of data per second. This makes it very difficult for AMD’s upcoming hardware to compete on pure speed.

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AMD Prepares the MI450 for the 2026 Showdown

Despite Nvidia’s big announcements, AMD remains the only viable alternative for companies like Microsoft (MSFT) and Meta (META) that want to avoid a total Nvidia monopoly. AMD is currently developing the MI450, which is expected to ship in the second half of 2026. This chip will likely focus on having more memory and a lower price point than Nvidia’s top-tier Blackwell chips. For many companies, AMD’s ability to provide good enough performance at a much lower cost is the only thing keeping the race alive.

Analysts Are Split between Training and Inference

Analysts see the market splitting into two halves. Nvidia owns the training side, where the biggest AI models are built. AMD is fighting for the inference side, where those models are actually used by the public. Since inference is expected to grow to 80% of all AI work by 2030, the battle is far from over. Nvidia’s move to release new chips every single year is a clear attempt to exhaust AMD’s resources, but AMD’s history of winning as an underdog suggests they will continue to find niches where they can beat Nvidia on value.

We utilized TipRanks’ Stock Comparison tool to compare AMD and Nvidia side-by-side. Analysts view Nvidia stock as a Strong Buy, but AMD stock as a Moderate Buy.

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