AMD and Nvidia have 'powerful' GPU and CPU roadmaps

) CEO Jensen Huang kicked off his keynote with a recap of GTC in March. He highlighted NVIDIA's big expansion into enterprise/enterprise verticals with its NIM based offering and the next big driver of AI, which would be the focus on physical AI to power autonomous/robotic applications.

AMD CEO Lisa Su was said to have kicked off her keynote focusing on AMD's broad PC, embedded, and datacenter portfolio and how the team is embedding AI capabilities across its portfolio. "The team continues to focus on better inferencing performance through memory capacity/bandwidth and also fast cadence of new CDNA architecture upgrades," wrote analysts at JPMorgan.

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