AMD: The open alternative to Nvidia

AMD—From silicon supplier to open AI platform partner.

October 31, 2025

David Harold

At a glance AMD’s moat is no longer silicon—it’s trust, openness, and scale. AMD’s transition from a GPU vendor to a co-development partner in open AI infrastructure marks a strategic inflection point. Its architecture, ecosystem openness, and hyperscaler partnerships position it as the primary alternative to Nvidia in the AI compute market. Key catalysts AMD is developing ecosystem reach and rack-scale ambitions. The company is entering a platform phase, where execution and partner trust outweigh individual product cycles. AI differentiation and technology position AMD leverages advanced chiplet architectures and aggressive node adoption (3 nm → 2 nm), the UALink open

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AMD: The open alternative to Nvidia

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