Nvidia, AMD, and Intel ( INTC) are often considered the big three chip designers when it comes to CPUs and GPUs. Although CPUs and GPUs are generally used together, one could consider GPUs a disruptive technology their highly parallel nature is strictly speaking not an advantage or disadvantage relative to CPUs, but GPUs have nevertheless taken "market share" of parallelized computational tasks from CPUs over the years. AMD makes some GPUs but is more focused on CPUs, which are the traditional chip for generic computation.
Nvidia primarily makes GPUs, which are highly parallel processing chips that are optimized for tasks like gaming, AI, data centers, and cryptocurrency mining. However, it's a close call considering that AMD currently seems to have more momentum, and I believe that both companies can be good long-term investments. I believe that Nvidia's current market position and future growth potential are slightly better than AMD's, and that these differences are likely greater than their current valuation gap. Antonio Bordunovi/iStock Editorial via Getty Images Thesisīoth Nvidia ( NASDAQ: NVDA) and AMD ( NASDAQ: AMD) are high-quality companies that have been great investments and could make great investments in the future.
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