Moz (Muslim) Farooque is a financial journalist, U.S. stock and crypto analyst, and founding editor at Undervalued Deep Insights.He specializes in deep dives on AI & emerging tech, electric-vehicle disruptors, big-tech giants, blockchain & crypto markets, and entertainment & media stocks.

Advanced Micro Devices (NASDAQ: AMD) hasn't fared well in the artificial intelligence (AI) race so far. It has been beaten out by one of its rivals, Nvidia (NASDAQ: NVDA). Nvidia has captured a huge chunk of the AI computing market, with AMD only being around as a much cheaper alternative. Almost nobody was using AMD's platform.

Advanced Micro Devices (NASDAQ:AMD) stock is having a pretty easy time outperforming Nvidia (NASDAQ:NVDA) so far this year, with an impressive 95% gain year to date versus just 31% for NVDA stock. Indeed,

NVIDIA stock presents outstanding revenue growth during critical periods, higher profitability, and comparatively lower valuation compared to Advanced Micro Devices stock

Moore, the founder and CEO of RunZero, said that companies with big budgets can rely on custom solutions built by larger cloud services. AWS, for example, makes use of the Nitro Card, which is built using ASIC chips that accelerate processing using TEEs. Google’s proprietary answer is Titanium.

Advanced Micro Devices, Inc. partners with OpenAI in a landmark AI deal, boosting growth prospects and challenging Nvidia. Click here for my AMD stock update.

Today, companies focused on artificial intelligence, such as OpenAI, are aggressively pursuing better AI inference. Groq is benefiting from the trend, resulting in a $750 million fundraising round in September, which boosted its valuation to nearly $7 billion.

U.S. chipmakers like Nvidia, AMD, and Broadcom are adopting Silicon Valley-style stock-based incentives to retain top talent amid soaring valuations and an intensifying AI-driven talent race.

Vivek Arya, semiconductor analyst at Bank of America Securities, joins 'Closing Bell Overtime' to discuss the rise in semiconductor stocks amid the AI hype, Nvidia's second GTC conference, and more.