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':"";if(a){var r=n.promos.showYahooLogo?"":"yns-no-logo";a=a.replace("{notifOnboardBtnLabel}",n.promos.notifOnboardBtnLabel).replace("{notifOnboardMsg}",n.promos.notifOnboardMsg).replace("{subscriptionTopic}",n.promos.subscriptionTopic).replace("{noLogoClass}",r).replace("{promoLogo}",n.promos.promoLogo)}var s=t.newCount>n.panel.maxCount?t.newCount:"",c=n.panel.notificationCenterPath,l=c?"":P,u=n.panel.headerMsg?"":" "+P,d=c?R:"",p=void 0;t.count?p=t.markup:p='{emptyPanelMsg}'.replace("{emptyPanelMsg}",n.panel.emptyPanelMsg);return e=e.replace("{notifMarkup}",p).replace("{promoMarkup}",a).replace("{hideClass}",l).replace("{notifCenterLink}",c).replace("{paddingClass}",d).replace("{headerMsg}",n.panel.headerMsg).replace("{hideHeaderClass}",u).replace(/{notificationCenterNavMsg}/g,n.panel.notificationCenterNavMsg).replace(/{newCount}/g,s)}},{key:"render",value:function(e,t){var n=this;if(n._panelNode){var o=void 0,i=n._panelNode,a=void 0,r=void 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scheduled for release later this year, so too does Nvidia -- potentially making it even harder for AMD to catch its rival in the chip realm.10 stocks we like better than Nvidia ›Over the last two years, semiconductor powerhouse Nvidia (NASDAQ: NVDA) has emerged as the biggest force fueling the artificial intelligence (AI) revolution. The company's industry-leading graphics processing units (GPU) and CUDA software platform have helped Nvidia build a substantial lead over its competition in the chip market.While Advanced Micro Devices has carved out an impressive pocket for itself in the AI data center landscape, recent reporting suggests that the company is still far behind Nvidia.Let's explore the dynamics behind Nvidia's lead over AMD, and assess if the king of the chip realm just made its checkmate move against its top rival.During the early phases of the AI megatrend, Nvidia benefited from having a first-mover advantage over other semiconductor companies when it comes to GPUs specifically. While being a first mover can help companies experience outsized growth relative to the competition or form strategic partnerships with leaders in adjacent industries, there's no guarantee that these businesses can sustain their leads.In the case of Nvidia, however, trends suggest that company's lead over AMD may only be getting bigger.Beth Kindig, who serves as a technology research analyst and CEO of I/O Fund, recently shared a data point from SemiAnalysis that pointed out that Nvidia's market share in AI accelerators increased by roughly two points during the first quarter -- now hovering around 88%. By contrast, AMD's share shrunk by about one point, now comprising roughly 4% of the market.Image source: Getty Images.The chart illustrates AMD's revenue and operating income by reportable segment during the first quarter. One of the more notable takeaways is that AMD's data center operation is its fastest-growing business, all while remaining highly profitable.Data source: AMD investor relations.However, a more subtle idea is that sales from the data center business shrunk by 5% quarter over quarter. To be fair, there could be a number of reasons for this.First, the semiconductor industry is cyclical -- which makes quarterly trends tougher to predict and gauge when it comes to the overall health of the business. In addition, AMD's latest accelerator architectures are expected to ship later this year. This timeline could be playing a role in the slight deceleration of the data center business compared to the fourth quarter.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,173.07 +32.05 (+0.52%)Dow 3043,819.27 +432.43 (+1.00%)Nasdaq20,273.46 +105.54 (+0.52%)Russell 20002,172.53 +0.42 (+0.02%)VIX16.32 -0.27 (-1.63%)Gold3,286.10 -61.90 (-1.85%)PortfolioSign in to access your portfolioSign inTop gainersNKE NIKE, Inc. 72.04 +9.50 (+15.19%)SATS EchoStar Corporation 28.81 +3.35 (+13.16%)KTOS Kratos Defense & Security Solutions, Inc. 45.84 +4.51 (+10.91%)SNAP Snap Inc. 8.72 +0.58 (+7.13%)JHX James Hardie Industries plc 27.59 +1.82 (+7.06%)Top losersQS QuantumScape Corporation 6.62 -1.03 (-13.46%)NKTR Nektar Therapeutics 25.76 -3.92 (-13.21%)NEGG Newegg Commerce, Inc. 12.08 -1.49 (-10.98%)PLTR Palantir Technologies Inc. 130.74 -15.57 (-10.64%)MP MP Materials Corp. 32.90 -3.09 (-8.59%)Most activeNVDA NVIDIA Corporation 157.75 +2.66 (+1.72%)LCID Lucid Group, Inc. 2.1200 -0.0800 (-3.64%)PLTR Palantir Technologies Inc. 130.74 -15.57 (-10.64%)F Ford Motor Company 10.80 +0.17 (+1.60%)QS QuantumScape Corporation 6.62 -1.03 (-13.46%)Earnings eventsTrending tickersBTC-USD Bitcoin USD 107,270.60 -42.61 (-0.04%)FB ProShares Trust - S&P 500 Dynamic Daily Buffer ETF 40.25 +0.34 (+0.85%)SOL-USD Solana USD 149.62 +6.00 (+4.17%)ETH-USD Ethereum USD 2,429.67 +3.98 (+0.16%)CELH Celsius Holdings, Inc. 45.89 +0.47 (+1.03%)Top economic events