$Advanced Micro Devices (AMD.US)$ nvidia building CPU, AMD i...

dragondeeznuts : see result first tho

ZenC : Did you really watch CES? Nothing about CPUs… She’ll be competing with cloud service providers and in automotive AI too.

Sweee : nah nvidia n amd is building rockets for the bulls, the bears can enjoy staying poor

Money Thrill ZenC : i watched  CES ... also partnership with Dell. There are lot of improvements... also with CPU's and new Ryzen AI ... also special AI hand- Computer ect. 

Money Thrill : The share was overvalued but perhaps it's time to look again at fundamentals.  I followed the share from February 2024, but not in portfolio. Perhaps this year after Job report Friday ?

Sweee Money Thrill : its damn overvalued in 2023 n early last yr, market is betting on this dark horse to steal nvidia market share, as if nvida decades of dominance over gpu doesn't matter lol. U should check out amd data centres growth, its performance is definitely catching up to its valuation

Money Thrill : Indeed, the CES presentation was very good. P/E. 2025  around 24 !!! ,  PEG ratio  0 % = very low, growth to price now share price undervalued. so Time to buy now ... link CES    - YouTube

Money Thrill : Just received article... ?
The Nvidia Effect: Dominance in AI Hardware
Nvidia has firmly established itself as the leader in AI hardware, with over 90% market share in AI data centers. Its latest Blackwell architecture, announced in 2024, is seen as a generation ahead of AMD’s current MI300 series.

While Nvidia benefits from a full ecosystem, including software like CUDA and hardware integrations like NVLink, AMD has struggled to keep up. AMD’s next ace, the MI350 chip, isn’t expected until the second half of 2025. This lag reinforces the idea that Nvidia remains untouchable for the time being.
And they sayed also at CES, not soon but it shall been for second half in 2025?
Beyond the challenges in gaming, however, AMD has had considerable success in the CPU space. AMD’s market share for all CPUs is 40.5%, the highest level in two decades, according to recent data from CPU Benchmarks. In the desktop market in particular, AMD has achieved a notable milestone by surpassing Intel with a market share of 53.6%.

Money Thrill : AND, perhaps Marvell better or both ? I have already Broadcom
The rise of proprietary chips by cloud providers
Major cloud providers such as Amazon (AWS) and Google (GCP) are increasingly focusing on developing their own chips or partnering with companies such as Broadcom and Marvell. This has led to a decline in AMD's market share in hyperscale data centers. For example, Amazon uses its own Trainium chips and Google prefers Nvidia and Broadcom. This shift makes it harder for AMD to secure strategic partnerships