智通财经网·2026-01-06 08:33Core Insights - AMD announced a new enterprise-level AI GPU platform, MI455X, shortly after NVIDIA's CEO unveiled the Vera Rubin AI GPU infrastructure at CES, indicating intensified competition in the AI data center market [1][6] - Both companies emphasized the ongoing exponential growth in AI computing demand, with AMD projecting a significant increase in active AI users from 1 million to 1 billion since the rise of ChatGPT, and potentially reaching 5 billion by 2030 [5][6] Group 1: NVIDIA's Vera Rubin Platform - NVIDIA's Vera Rubin platform has entered full production, featuring six core chips that significantly enhance AI inference performance by 5 times and training performance by 3.5 times compared to the previous Blackwell architecture [3][5] - The platform reduces the cost of AI inference token generation to just 1/10 of the previous architecture, making it commercially viable for Agentic AI applications [5][6] - NVIDIA's CEO highlighted the transition to a "rack-scale AI factory era," emphasizing system collaboration and cost-effectiveness [3][7] Group 2: AMD's Competitive Position - AMD's MI455X GPU is designed for large-scale data centers, boasting a performance increase of 10 times over its predecessor, MI355X, and is part of a broader strategy to capture a significant share of the AI computing market [1][6] - The company aims to achieve a "double-digit" market share in the data center AI chip market, with projected annual revenue reaching $100 billion within five years [19] - AMD's stock has surged over 80% since 2025, driven by major partnerships and contracts, including a significant deal with OpenAI [10][12] Group 3: Market Dynamics and Future Outlook - Analysts predict that the AI infrastructure investment cycle is still in its early to mid-stages, with a potential market size of $3 to $4 trillion by 2030 [21][22] - The competition between NVIDIA and AMD is expected to shape the future of AI computing, with both companies focusing on enhancing their product offerings to meet the growing demand [8][19] - The AI chip market is anticipated to remain a key driver of stock market performance, with significant growth expected in semiconductor sales and related technologies [20][22]