Nvidia vs. AMD vs. Intel: Which Stock Is the Better Buy for the Server CPU Boom?

Nvidia is rapidly gaining market share in the server CPU market with its Grace and newly launched Vera processors, which claim significant performance advantages over Intel and AMD's x86-based chips. While Intel and AMD currently dominate with combined data center revenues around $50 billion annually, Nvidia is projected to capture $20 billion in Vera server CPU revenue this fiscal year alone. Analysts predict Arm-based CPUs could capture nearly 90% of the server CPU market by 2029, potentially threatening Intel and AMD's growth momentum.