NVDA
NVIDIA
-- 109.670 TSLA
Tesla
-- 263.550 PLTR
Palantir
-- 85.850 AMZN
Amazon
-- 192.720 GOOG
Alphabet-C
-- 156.060 
Can AMD and Intel defeat NVDA if they cooperate?
$Advanced Micro Devices (AMD.US)$ and $Intel (INTC.US)$ is probably one of the major competitors in the field of AI, $NVIDIA (NVDA.US)$ but no one knows when or if they will actually be able to compete with
Both companies do not have enterprise hardware deployable on the scale or performance level of Nvidia, but they have enough resources to expand more quickly than other companies, making them the closest two companies.
Rather than being based on actual or projected numbers, this is more about investors looking for other hardware vendors that can benefit from the success of Nvidia, thus attracting funding from investors.
When missing the train and needing to reach the destination, it may require taking three buses, each taking twice the time, to arrive.
AI hardware, alongside energy production and data center deployment, has become a bottleneck.
While everyone wonders who the winner of software AI will be, hardware players believe they can profit significantly by providing computing resources.
This field is very competitive, with most major technology companies investing in AI wanting to design and manufacture their own AI hardware. Nvidia faces strict constraints not only for being very expensive, but also for requiring hardware buyers to place backorders worth billions of dollars... For accelerators ranging from $40,000 to $70,000, small server rack appliances would range from $1.5 million to $3 million.
Supermicro and Dell are also emerging as major winners, offering opportunities in the downstream sector.
Essentially, those who possess anything related to AI are currently gaining popularity.
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masa5858 : 1+1 isn't 2![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
181338057犬心久美子 : Unbreakable
Competing is good for improving different skills, but the feeling of respecting each other while competing is important![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")