NVIDIA

Recently, the market landscape of the artificial intelligence (AI) industry can be described as a history of one company’s monopoly and the challenges against it. While Nvidia established itself as the exclusive “high-speed data highway” of the AI era, UALink (Ultra Accelerator Link) technology, created through the collaboration of major IT companies including AMD, is gradually gaining prominence. In the second half of 2025, a large-scale investment from OpenAI is transforming this technology from a simple open standard into the seed of an ‘industrial transformation.’ Today, we will delve deep into what UALink technology is, why it has been difficult to break Nvidia’s monopoly until now, and why OpenAI’s move is a signal that will shake the market. ...

Can AMD Emerge as a New Powerhouse in the AI Market? AMD’s recent Q2 2025 earnings clearly demonstrated its growth potential in the AI market. Revenue surged by 32% year-over-year to $7.69 billion, surpassing market expectations. This success was driven by the strong performance of EPYC CPUs in the data center segment and Zen 5 processors in the client segment. Notably, as mass production of the MI300 series—a key player in the AI accelerator market—begins, the competition with NVIDIA is entering a new phase. ...