Nvidia's Grip on the AI Chip Business Is Strong, but How Long Can Its Dominance Last?

For comparison, rival Advanced Micro Devices (NASDAQ: AMD) is forecasting annualized growth of 60% in its data center business over the next three to five years. AMD's data center business has generated $11.2 billion in revenue in the first nine months of 2025, which points toward full-year revenue of $15 billion. So even if AMD clocks 60% annual growth in this segment for the next three years, its data center sales will go to just over $61 billion in 2028.If we exclude the part of this "backlog" that Nvidi ...