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  POINT Nvidia (NVDA) : The undisputed leader in the data center market, a key player in AI infrastructure development. AMD (AMD) : Rapidly growing, but its data center revenue is only one-tenth that of Nvidia . Both companies have similar valuations , but Nvidia maintains a higher growth rate . For AI investors, Nvidia is likely the superior choice . DETAILS Nvidia: The Unchallenged Leader in AI Data Centers Image source: nvidia Nvidia dominates the AI data center market and is the biggest beneficiary of the ongoing AI investment boom . ✅ Competitive Edge: CUDA Software Ecosystem : Nvidia's AI GPUs have become the industry standard, thanks to the dominance of CUDA software. High Switching Costs : Even if AMD releases competitive AI GPUs, companies are unlikely to switch from Nvidia’s infrastructure. Revenue Disparity : AMD Q3 2024 Data Center Revenue: $3.5B (YoY +122%) Nvidia Q3 2024 Data Center Revenue: $30.8B (YoY +112%) → Over 10 times that of AMD 📈 Future Performance Outlook...