AI stock landscape: Nvidia, AMD and Intel seen differently after CES

The article reports CES highlighted distinct positions for Nvidia, AMD and Intel in AI chipmaking, noting strong demand for Nvidia's new Vera Rubin chips while AMD reinforced a challenger role and Intel seeks relevance with Panther Lake and reported outside backing.

CES presentations this week highlighted differences among major chipmakers as each company pushed its AI chip agenda. The article mentions Nvidia unveiled Vera Rubin chips and that CEO Jensen Huang said demand is "really high." It also reports AMD's CEO Lisa Su presented moves that reinforced AMD's second-place standing in AI chips. The article describes Intel as pursuing relevance with Panther Lake and reported backing from Nvidia and the U.S. government. Key points: - The article mentions Nvidia unveiled Vera Rubin chips and that CEO Jensen Huang said demand is "really high". - The article mentions AMD CEO Lisa Su solidified the company's second-place status on the AI chip front. - The article mentions Intel is developing Panther Lake and is attempting a turnaround with reported backing from Nvidia and the U.S. government. - The article notes commentators asked how investors might allocate exposure across these three companies given their different prospects. - The article also cited views that Microsoft and Nvidia have generated much of the AI-related value so far and mentioned enterprise software firms such as Snowflake and Datadog as part of the broader AI ecosystem. Summary: The article frames Nvidia, AMD and Intel as occupying different roles in the emerging AI chip market and reports strong demand signals for Nvidia's new products. It reports AMD is consolidating a challenger position while Intel is seeking renewed relevance with new chips and outside support. Undetermined at this time.