Part 9/11:
Both companies are currently engaged in a heated competition, particularly in the booming field of artificial intelligence (AI). With Jensen Huang’s strategic investments in AI technologies, NVIDIA has captured an impressive 90% market share in AI server GPUs, leaving AMD with an 8% share. Yet, Lisa Su remains resolute, understanding that this competition is a long-term game. She likened it to a marathon rather than a sprint, embodying both a challenge and an opportunity for innovation in the tech space.