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.

Biden administration officials have discussed capping sales of advanced AI chips from Nvidia Corp. and other American companies on a country-specific basis, people familiar with the matter said.

Since early last year, investors have been bullish about the potential of artificial intelligence (AI), scooping up shares of companies best positioned to profit from this next-generation technology.

An ASML warning about the health of the semiconductor market is one factor weighing on AI chip stocks Tuesday — but one analyst says Nvidia investors shouldn’t be worried.

The U.S. reportedly could cap sales of advanced artificial intelligence chips from U.S.-based chipmakers to certain countries, including those in the Middle East.

AMD has introduced its newest AI chip. The company is unlikely to make a meaningful dent in Nvidia's market share, but it can still see solid growth ahead. The stock should be a solid performer as the AI infrastructure continues to ramp up.