Both sell chips for data centers and other computing systems, and both are fighting for the same AI server budgets. NVIDIA focuses on GPUs and networking for AI, while AMD sells CPUs and GPU accelerators for data centers and also targets AI workloads.
Nvidia’s stock finished Monday almost exactly where it started, around $198, after swinging roughly 3% up and down during the day. That “busy but going nowhere” pattern fits a market that’s digesting a huge AI‑chip rally, with buyers still interested but more cautious about lofty expectations, competition, and politics. Nothing material changed in Nvidia’s business today: the company is still printing massive profits and swimming in cash, but it’s also facing louder questions about future AI spending, custom chips from big customers, and export rules. For you, this setup means big short‑term swings are very possible in either direction until the next real news hits (like upcoming chipmaker earnings and Nvidia’s own May 20 report), so it helps to be clear whether you care more about the next few weeks’ noise or the next few years’ AI story.
Nvidia Ends a Wild Day Flat as Traders Catch Their Breath Around $198
