Can AMD and Intel beat NVDA if they cooperate?
$Advanced Micro Devices(AMD.US$ with $Intel(INTC.US$ Probably in the AI field $NVIDIA(NVDA.US$ They are the two main competitors, but no one knows when they will actually be able to compete, or whether they will be able to compete.
The two companies don't have enterprise hardware that can be deployed at the same scale or performance as Nvidia, but they have sufficient resources to scale faster than the others, making them the two closest companies.
This is not a move based on actual or predicted numbers; rather, it means that Nvidia has been extremely successful, and investors are looking for other hardware vendors that can get close to Nvidia.
If you miss a train, you may have to transfer 3 buses that take twice as long to get to your destination.
AI hardware is becoming a bottleneck along with energy production and data center deployment.
While everyone is wondering who will win in software AI, hardware players think they can benefit greatly by providing computing resources.
The field is extremely wild, and most of the big tech companies that invest in AI want to design and manufacture their own AI hardware. Not only is Nvidia extremely expensive, it also has strict restrictions on hardware buyers placing tens of billions of dollars in backorders... for $40,000 to $70,000 accelerators, it's $1.5 million to $3 million for small server rack appliances.
Supermicro and Dell have also emerged as big winners, and there are opportunities in the downstream sector as well.
Basically, people who have everything related to AI are popular right now.
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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")
テンバガーハンター masa5858 : 1+1 is 200, right? It's 10 times 10 times.
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")