Nvidia and AMD square off in fight to take control of AI

The chiefs of Nvidia and Advanced Micro Devices showcased new generations of the chips powering the global boom in artificial intelligence development this week, deepening a rivalry that’s shaping the future of its design and adoption.

Jensen Huang and Lisa Su — both born in Taiwan and now local celebrities for leading U.S. tech powerhouses — employed different tacks in conveying their expertise during back-to-back shows at the world’s largest computing conference in Taipei.

Nvidia’s CEO repeatedly voiced his $2.8 trillion company’s dominance in the accelerators that OpenAI and Microsoft rely on to build generative AI services such as ChatGPT. Huang went as far as to tease a chip envisioned for 2026 he dubbed Rubin — after Vera Rubin, the American woman who helped discover dark matter. The chip, which will succeed the Blackwell family, will be key to sustaining its runaway leadership.