China, NVIDIA and AMD
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Nvidia's GeForce RTX 5060 is a compelling, competitive GPU for 1080p and light 1440p play. The only caveat: Our overclocked Asus test model doesn't quite top AMD's slightly pricier 16GB Radeon RX 9060 XT for gaming.
At 40x forward earnings, AMD & Nvidia seem similar. But Nvidia has 58% margins, 86% revenue growth & $43B in net cash, while AMD has lower margins & legacy businesses holding it back. AMD's valuation assumes victory,
The sales resumption of Nvidia's H20 processors and Advanced Micro Devices' (AMD) MI308 chips in China is expected to ease the anxiety of local artificial intelligence companies, according to analysts.
Advanced Micro Devices, Inc. & Nvidia Corporation's are well-positioned to ride an upgraded growth outlook. Click to read more on why I prefer NVDA stock over AMD.
Apparently, this is one of several delays, with Nvidia facing problems that caused a roadblock in the CPU arriving in early 2026. While this was reportedly handled, the new N1X chip is now rumored to be suffering from another hurdle.
Even though it's based in California, AMD has had a presence in Austin since 1979 — and its current CEO lives here.