AMD is trying to make a dent in the AI graphics card market, but will it be able to eat into Nvidia's market share?

Computer systems based on AMD’s MI325X processors will be available soon and have an edge over machines running Nvidia’s H100, CEO Lisa Su said at a company event in San Francisco on Thursday. The MI325X’s use of a new type of memory chip will give it better performance at running AI software — a process known as inference — she said.

Nvidia and Broadcom are both great long-term investments. But if you want to fully profit from the secular expansion of the AI market, Nvidia is the more obvious play. It will remain the top provider of AI accelerator chips for the foreseeable future, it has incredible pricing power, and its stock doesn't seem overvalued yet.