NVIDIA's new Rubin CPX technology is set to challenge AMD's current strategies, potentially forcing them to reevaluate their approach in the competitive GPU market. The advancements in performance and efficiency presented by NVIDIA could shift the balance, prompting AMD to innovate further to keep up.

The U.S. government has imposed a fee on exports of Nvidia's H20 chip and AMD's MI308 to China, both significant for AI applications. Nvidia has indicated the export restrictions previously cost it $4.5 billion in a single quarter, while demand for the H20 chip in China remains high. AMD has not yet commented on the situation.

Advanced Micro Devices (AMD) has transformed from primarily producing gaming graphics cards to focusing on data-center chips that drive the AI revolution, significantly increasing its market value. A new multibillion-dollar deal with OpenAI positions AMD to challenge Nvidia's dominance in the AI chip market, despite Nvidia's substantial lead.