In the world of AI computing, one company stands at the top as king.

NVIDIA.

NVIDIA.

Invidia.

Invidia.

Can you characterize how big and how dominant NVIDIA is?

Yeah, Invidia, most people think that Nvidia controls 90% or more of the advanced AI chip market.

That's our colleague Robbie Wheelan. He covers tech.

And I can't think of another industry where there's such a market concentration.

It's not that Nvidia has chased out the competition or had some sort of nefarious strategy

to make it impossible for people to compete with them.

It's that they were very early first movers in this idea that these chips that used to be

primarily used for video games were also really, really good

for doing AI computing.

As the AI industry is boomed, more and more companies are developing their own AI chips

and coming for Nvidia's crown.

But the company they might have the best shot is a small one, one you've probably never heard of, advanced micro devices, or AMD.

So AMD is very much the David to Nvidia's Goliath, and the CEO of AMD, a woman named Lisa Sue, she has a really good track record of slaying giants.

She's done it before.

But she's never met an opponent like NVIDIA.

NVIDIA is truly a Goliath here.

And the idea that she's going to take them on, it's very audacious and it's very exciting

...