Part 3/16:
In this context, Nvidia and AMD aren't direct competitors in a classical sense. Nvidia's focus has traditionally been on parallelized GPU architectures optimized for AI training and inference, while AMD has carved out its niche with versatile architectures suited for specific enterprise workloads. As demand surges, especially for data center applications, both companies are poised to sell every chip they produce—demand far exceeds supply, which shifts the competitive emphasis towards innovation and strategic positioning rather than price wars.