AMD vs NVDA by 2028

By

Beth Kindig

Lead Tech Analyst @ I/O Fund, 2025-06-20

Last week, AMD offered more details on the release of their groundbreaking GPUs with little fanfare in the markets – which is par for the course as AMD has a history of being forgotten about until the company can no longer be ignored.

Where investors will get this wrong is that taking on Nvidia's lead in training is not AMD's goal. Thus, the underdog's stock has struggled to barely beat the indexes over the past two years during the AI training boom. In a rather lucid analysis, I offer my readers a timely discussion on AMD's strengths and how thinking AMD is down for the count could be a costly mistake.

 

https://io-fund.com/artificial-intelligence/amd-vs-nvidia-stock-prediction-2028?