EPISODE · Jun 4, 2026 · 7 MIN

How AMD Is Gaining on Nvidia in AI Data Center Chips

from Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry · host Fexingo

AMD's stock is up nearly 5 percent in the past week while Nvidia's has barely budged. In this episode, Lucas and Luna dig into one specific reason: AMD's Instinct MI400 series is winning design wins at two of the largest hyperscalers. They walk through the numbers, what it means for the duopoly, and why the market might be underpricing AMD's data center revenue trajectory. If you follow AI chip competition, this one gives you a concrete framework for thinking about the race beyond just market share headlines. #AMD #Nvidia #AI #DataCenterChips #InstinctMI400 #Semiconductor #ChipWar #Hyperscalers #Technology #Investing #StockMarket #EPYC #CUDA #ROCM #TSMC #Broadcom #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Episode metadata supplied by the publisher feed · Published Jun 4, 2026

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This episode was published on June 4, 2026.

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