- Both AMD stock and Nvidia stock have enjoyed a great year in 2016.
- In the past, Nvidia stock would rally at the expense of AMD stock.
- So what has changed now?
Leading GPU chip manufacturers
The Changing Competitive Landscape
This year has been an exception since it's quite rare for stocks of the two GPU rivals to rally simultaneously. Prior to the current rally, AMD stock had been badly hammered after the company continuously lost GPU market share to Nvidia. Five years ago, the two companies held GPU market shares in a 60/40 ratio in favor of Nvidia, which gained more ground, taking that ratio to 80/20. But how did AMD get here?
A host of issues brought AMD down. One of these was AMD's famous battle with chip giant
AMD's losing battles with Intel in the CPU market greatly weakened it...