Who will be the next trillion-dollar chip giant?
Generative AI is taking over, and NVIDIA, which took the first bite of crab, is at the right time. Its market value has transformed from US$500 billion last year to a trillion-dollar giant on par with Amazon, Google, etc.
Selling a graphics card worth 300,000 yuan a piece and counting the banknotes collected by other technology giants, the continuous performance that exceeded expectations confirms how popular Nvidia graphics cards are in the field of data center AI training.
However, places with excess profits will always attract competition from competitors, not to mention the ever-changing technology track. AMD, Intel, and even technology giants preparing to develop their own chips are eager to try. Who will break Nvidia's moat?
AMD has the most say on this issue. The company once pushed Intel's share in data centers and PCs from a near monopoly to only 60%. It relied on CPU products that assembled leading processes and architectures and continued to catch up.
This time, facing the momentum of NVIDIA, can AMD catch up again?
$NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$ $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Will the next trillion-dollar chip giant be AMD?
$NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$ $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Will the next trillion-dollar chip giant be AMD?
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Suston Capital : Nvidia's CUDA ecosystem is hard to break, and the regeneration of Nvidia is not stopping there waiting for you to catch up
Bertramie OP Suston Capital :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
AMD's most powerful AI chips released.
Steady Rise : My bets on AMD. If we’re just talking about Cuda, trust me a billion dollar company like AMD can develop something. Right now $NVIDIA (NVDA.US)$ is running off of marketing for these outlandish prices. Get out of this expensive is better sham. The numbers are there for side by side capability’s of the latest chips. $Advanced Micro Devices (AMD.US)$ is gonna pull the rug from under them.
Steady Rise Bertramie OP : $NVIDIA (NVDA.US)$ expensive isn’t better anymore$Advanced Micro Devices (AMD.US)$ is already in the process of pulling the rug from under them.
Noorullah Lodin : Hello