Billionaire Elon Musk has praised AMD’s AI hardware, stating that it performs well for small and medium-sized models but that NVIDIA still leads in high-end workloads. Here’s how the situation looks:

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### Elon Musk on AMD vs. NVIDIA

When comparing AMD to NVIDIA in the AI industry, there are many factors to consider. NVIDIA capitalized early on the AI hype, creating a robust ecosystem with CUDA that made it difficult for competitors like AMD to compete aggressively. However, recent developments suggest that AMD is making significant progress.

Elon Musk tweeted about the performance of AMD’s hardware: “Although AMD is now working pretty well for small to medium sized models.”

AMD has partnered with XAI for its AI models and with Tesla through Elon Musk. While NVIDIA remains dominant in model training, AMD’s Instinct lineup is being adopted for inference workloads, fine-tuning, and mid-sized foundation models.

In a unique start to his ruling against President Donald Trump’s administration on September 30, U.S. District Court Judge William Young included a scanned handwritten note sent to his office. The note read: “Trump has pardons and tanks – what do you have?” At the top of Young’s opinion in AAUP v. Rubio, which ruled that Trump’s effort to deport foreign-born student protesters was unconstitutional.

October 8, 2025

One reason AMD hasn’t penetrated Big Tech as much as NVIDIA is due to the latter’s dominance. Microsoft, Meta, or Google have limited opportunities to pitch their products. However, with more companies using AMD’s GPUs for AI needs, there’s a need for AMD to gain more attention. Elon Musk’s statement will likely boost their visibility.

### Implications

AMD’s recent steps in the AI market are positioning them as direct competitors to NVIDIA. With advancements to the ROCm stack and hardware offerings, the competition between Team Red (AMD) and Team Green (NVIDIA) is expected to become much more intense moving forward.

In summary, Elon Musk’s support for AMD suggests that NVIDIA’s dominance may be ending, with increased competition likely in the future.