$Advanced Micro Devices(AMD)$ $Intel(INTC)$ $NVIDIA Corp(NVDA)$ AMD is not copying or under pricing Intel, they've been doing the opposite with innovative designs that Intel is trying to copy, and are charging high prices than Intel. Intel will be losing market share at the high end very quickly now that enterprise is finally modernizing. We can expect at least 5 years of continued DC growth for AMD. The GPU+AI thing is another separate market which is only now starting to take off. Nvidia will be facing serious challenges ahead, due to the competition moving in, and it will not be like a financially weak AMD with small high-end market share, against a financially strong and deeply entrenched Intel. The AI thing is very new, and Nvidia is not yet deeply entrenched, and the software ecosystem is still embryonic, which allows companies to flip over to AMD very quickly.
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