$NVIDIA (NVDA.US)$ is widening the R&D gap with its closest ...

$NVIDIA (NVDA.US)$ is widening the R&D gap with its closest competitor. Annualizing last quarter's R&D spend, NVDA is investing now almost at twice the level of $Advanced Micro Devices (AMD.US)$ . And the latter will have to split R&D between GPUs, CPUs and FPGAs, whereas NVDA can fully focus on building out the AI stack.