How AMD and Intel Are Teaming Up With FAANG to Take On Nvidia

Perhaps the hottest question in technology investing circles today is whether Nvidia's (NASDAQ: NVDA) eye-popping growth and margins displayed over the course of the past two quarters is sustainable. If artificial-intelligence (AI) accelerators grow at a 50% annualized growth rate for the next five years as some think, Nvidia's stock may actually be cheap. At a recent industry conference, Lisa Su, the CEO of Nvidia competitor Advanced Micro Devices (NASDAQ: AMD), said of Nvidia's AI moat, "I'm not a believer in moats when the market is moving as fast as this."