AMD Faces New AI Pressure as Nvidia’s Groq Licensing Shifts Power
The artificial intelligence semiconductor race has entered a new and more complex phase. What was once a relatively straightforward competition between graphics processing units has evolved into a layered ecosystem of licensing deals, custom accelerators, and vertically integrated AI stacks. At the center of this shifting landscape lies a question increasingly troubling investors: Should AMD shareholders be worried as Nvidia deepens its influence through Groq technology licensing? Advanced Micro Devices has spent the last several years repositioning itself from a cyclical CPU manufacturer into a serious contender in the data-center and AI acceleration markets. Its MI300 series, aggressive pricing strategy, … Read more
