Industry analysts say that while AMD's new GPU series is an improvement, it is still behind Nvidia's Blackwell.

AMD continues to make excellent progress on the hardware and software front for advancing AI. However, AMD’s performance claims are unrealistic since they again did not use Nvidia’s optimization software. Nonetheless, the MI325 is fast and boasts a huge amount of HBM3E (288GB).

Advanced Micro Devices Inc.’s stock is up only 11% so far this year, lagging the S&P 500’s 21% rise, while Nvidia Corp.’s stock is up more than 170%. Yet even with the stunning outperformance of Nvidia shares again in 2024,