Melius' Ben Reitzes on why AMD could be an 'Nvidia-mini'

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Ben Reitzes, Melius Head of Technology Research, joins 'Closing Bell Overtime' to discuss the semiconductor space and his latest note on why AMD could be an 'Nvidia-mini'.
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Комментарии
Автор

from the 2022 lows. NVDA 650% / AMD 250%. But from the 2023 lows NVDA 118% / AMD 118%, so from a relative near term basis AMD is doing fairly well!

weho_brian
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AMD has sort of the advantage over Nvidia stock wise as it's segments other than Ai are well, exsistant. They are gaining share in laptop, desktop, server, data center, with graphics a bit less so. They are also a LOT more customer centered on making custom chips and I assume they will do the same with Ai. Headwinds for AMD is sourcing namely in high performance memory and of course TSMC's best nodes. But for a slow burn gainer they would be my pick, v.s. the turbulence Nvidia may face.

EthelbertCoyote
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We're not in inferencing stage yet. The big guys still have problems with their LLMs. They need to iron those issues out in the 1st stage before moving on.

aliasoma
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AMD will be NVIDIA slayer. NVIDIA"s moat is dissolving rapidly.

ktcool
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AMD will be the next AI giant.

$280.

GeneralMerchandiser-rv
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Intel has a similar chip with a built in GPU...

thetradersam
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AMD is more expensive than Nvidia and doesn't have the numbers to justify it. It's trading based on talk more than results. In a correction, that is precisely what should get hit first and the hardest.

mikebuchanan
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AMD getting 10% of inferencing is about right. Not more. But 10% is HUGE for AMD. As far as the chip is concerned, H100 was compared to MI300X - and there is no comparison. H100 is better even for Inferencing. Price to performance - AMD is much cheaper - the list is cheap, and they discount heavily. 20K => 5K. Nvidia (max) 40K => 30K. What you get with Nvidia is the ecosystem. AMD does not have that. Intel is slowly building it out. Nvidia has invested 10+ years in this ecosystem - AMD is not behind by 9 months, in my books.

mvasa
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Amd has been nvidia mini for 20 years... lol

carman
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AMD, good company but overvalued by 30%

darrenhere
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lol, if you prefer to buy a fake copycat wil 75X forward PE

MARKXHWANG
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Wait Google has its own ai chips, Microsoft, Amazon and AMD - Nvidia is finished

jakejoyride
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Taiwanese Semi-Conductor has proprietary rights over AMD chips. If you believe in AMD buy TSM

genzgeneric
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In spite of the economic downturn and inflation crisis we all face, l'm so happy ©I have been earning $ 60, 000 returns from my $9, 000 investment every 14days

JamesDave-cl
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AMD is NO Nvidia... please stop Lying !!!

frankxu