Nvidia’s early and aggressive investment in AI tooling has created a software advantage that rivals, including AMD, may struggle to overcome, according to a former AMD engineer cited in an AlphaSense expert call transcript. The expert said Nvidia’s unassailable dominance in AI stems from universities training students exclusively on its software and tools, reinforcing the chipmaker’s dominance. AMD holds strengths in robotics, particularly in low-level motor control and embedded systems. Nvidia leads in large-scale inference and LLMs, while AMD’s edge lies in power efficiency and real-time control in industrial applications. AMD shares rose 3.52% on Monday, and Nvidia gained 1.37%. Both stocks remained flat in after-hours trading.
