Key Points Nvidia and AMD are the two leading GPU designers for artificial intelligence (AI) workloads. Elon Musk has spoken highly about Nvidia's GPUs in the past, and did so again during SpaceX's earnings call Nvidia GPUs are now used in operations at both Tesla and SpaceX, the latter of which has turned its chip procurement into a lucrative AI infrastructure business. 10 stocks we like better than Nvidia › The GPU market is dominated by a duopoly featuring Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD) . Nvidia is shipping Blackwell at enormous scale and ramping up Vera Rubin as the next rack-scale platform. Meanwhile, AMD is selling MI300 systems and lining up its next-generation MI400 accelerators to keep its seat at the table.
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