AMD's CEO, Lisa Su, has confirmed that the company's next-generation GPUs will be built on a 2nm process technology. This strategic move is aimed at directly challenging Nvidia's upcoming graphics cards, with the smaller process node potentially offering significant advantages in performance and power efficiency. The new GPUs are expected to feature a unified architecture, combining elements from both the RDNA and CDNA lines. This announcement is part of AMD's broader strategy to capture a larger share of the high-end GPU and AI accelerator markets. By leveraging TSMC's cutting-edge 2nm process, AMD's next-generation MI400 accelerators could outperform Nvidia's competing products, which are anticipated to use a 3nm process. This technological advantage is crucial as the demand for powerful AI processing continues to surge. In related news, J.P. Morgan analysts have expressed optimism about AMD's revenue potential in the AI sector, citing significant deals like the one with OpenAI. This positive market sentiment, combined with the company's aggressive technology roadmap, suggests a period of sustained growth and intense competition in the semiconductor industry.