Nvidia is the 'Brain' and AMD is the 'Nervous System': The Physical AI Semiconductor War Begins in Earnest
Published2026.06.11 16:27The center of gravity in AI semiconductor competition is shifting beyond data center GPUs to 'Physical AI' such as robots, autonomous vehicles, and smart factories. Nvidia, led by CEO Jensen Huang, is seeking to reorganize the entire computing architecture by leading with its own Arm CPU and full-stack platform, while AMD, led by CEO Lisa Su, is emphasizing customer choice by leveraging x86 compatibility and an open ecosystem.
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