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Is AMD About to Surpass Nvidia In the AI Chip Race?
Nvidia (NASDAQ:NVDA) has maintained a long head start in artificial intelligence (AI) chips, rapidly advancing to the forefront and solidifying its dominance as the primary driver of the AI revolution.
Ryzen 7 9850X3D processor kicks up the clocks and packs the same extra-fast cache in an effort to outpace the well-regarded Ryzen 7 9800X3D.
Most chips you’ll see in laptops will max out with the Ryzen AI 7 450, an 8-core CPU with a 5.1GHz clock speed and 24MB cache with only a 50 TOPS NPU. Overall, it’s a subdued update to one of AMD’s most prevalent CPUs.
Core counts for the processors range from four cores in the lower-end Ryzen AI 5 430 to 10 cores in the Ryzen AI 9 465. That CPU has a clock speed up to 5.0GHz and 34MB of cache. It sports AMD Radeon 890M integrated graphics and can hit 55 TOPS with the onboard NPU.
AMD has rolled out one of its broadest PC platform updates in years at CES 2026, unveiling new laptop and desktop processors, an AI-focused mini PC and fresh software features aimed at making on-device AI and better graphics the default across the PC market.
AMD unveiled new Ryzen AI laptop, gaming, and workstation processors at CES 2026, setting the stage for the year to come.
Advanced Micro Devices (NASDAQ: AMD stock) fell sharply on Tuesday as investors cashed in on extraordinary gains following an exceptional 2025. At press time, AMD stock was trading around $213.23, nearly 4% lower than Monday’s closing.
The chip maker’s approach to its Vera Rubin platform signals that competitors will have a hard time competing with standalone chips, Bernstein says.
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Nvidia says its next wave of chips is already rolling off lines
Nvidia is not waiting for the current AI boom to cool before moving on to its next act. As investors and rivals parse the limits of today’s Blackwell generation, the company is already telling customers that its Rubin era is not just on the roadmap but physically emerging from factories.