AMD has played second fiddle to Nvidia throughout the AI arms race.AMD (AMD -1.25%) hasn't been the success story many investors hoped it could be. AMD is seen as an alternative pick to Nvidia, the current king of artificial intelligence (AI) computing. The thesis was that AMD could serve as a viable alternative to Nvidia's products, and maybe gain some market share if Nvidia's prices got too high.That thesis hasn't panned out, and the stock is just now approaching its all-time high established in early 202 ...

Key Points Nvidia and Broadcom are leading competitors in the computing unit space. Taiwan Semiconductor Manufacturing is providing the chips to nearly all players in the AI arms race. ASML's machines are required to produce cutting-edge chips. 10 stocks we like better than Nvidia › Artificial intelligence (AI) investing is still the dominant theme in the stock market. This checks out, as it's where a massive amount of capital is getting invested to build out computing infrastructure and train mo ...