AMD's software updates let its existing chips handle more AI work and beat some Nvidia setups, giving cloud firms another option. Nvidia remains cheaper in some setups and keeps a software advantage, but AMD's gains show it can compete without new chips.
That gives AMD a way to help cloud firms serve more work with chips they already own. The case is strongest in workloads where AMD's software improves speed or cost. Nvidia still costs less in some setups, and its CUDA software keeps a major advantage. AMD is showing it can compete more strongly, but the report does not show that buyers have switched.
Nvidia remains ahead in many setups, and its CUDA software still gives it an advantage. AMD's progress challenges some tests, but the story reports no lost Nvidia sales or customers.
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