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Nvidia and AMD Lead the AI Market. 1 Chip Stock Has Far Greater Upside.

The Motley Fool·
Nvidia and AMD Lead the AI Market. 1 Chip Stock Has Far Greater Upside.

While AMD has outperformed Nvidia in 2026 with a 200% rise versus Nvidia's 30%, the article argues Nvidia offers greater future upside. AMD's valuation has become stretched with its forward P/E ratio surging, and despite strong data center growth of 107%, it lags Nvidia's 117% growth. Nvidia's upcoming Vera Rubin chip architecture and projected 70% revenue growth in 2027 position it as the better investment despite being the world's largest company.

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