TradingKey – In the AI chip market, Nvidia (NVDA) remains an unshakable leader. Its CUDA software ecosystem, dominant position in AI model training, and comprehensive layout spanning GPUs, CPUs, networking equipment, and rack systems together form its competitive moat.

However, as the AI industry gradually shifts from centralized model training to large-scale deployment and inference, AMD (AMD) is gaining a new breakthrough. The company’s second-quarter data center revenue more than doubled year-over-year, and its Helios rack-scale AI system has also entered the mass production and deployment phase. Meanwhile, billionaire investor Stanley Druckenmiller’s family office established a new position in AMD while exiting certain chip stocks…