In its latest financial report, AMD touched on the partnership between Intel and NVIDIA, stating that it will face increased competition and price pressure in the future.
The AMD team is confidently growing in the consumer product and data center market, especially after the release of the top-end RDNA 4 graphics cards and Zen 5 processors. Last quarter, the company set a revenue record of $9.2 billion, demonstrating optimism about the future.
But the road ahead will not be easy. Intel and NVIDIA have joined forces, investing $5 billion in the development of custom chips for desktops and data centers. AMD acknowledged the partnership, emphasizing "growing competition and price pressure."
AMD explained in detail the threat from Intel. The company is allegedly using its position in the processor market for aggressive pricing and targeting AMD customers, reducing sales and average prices, which negatively affects the business.
As for NVIDIA, according to representatives of the "reds", it uses its dominance in data center GPUs, financial resources and the software ecosystem to promote its systems, influencing AMD customers.
But AMD is not going to give up. OpenAI has expressed interest in purchasing the company's AI chips, which could change the market.
