AMD vs. Nvidia: Market is saying Nvidia will be the winner, analyst explains

#AI #Nvidia #youtube
Competition in the semiconductor space remains heated, especially between AMD and Nvidia. Radio Free Mobile Founder Richard Windsor explains who is expected to remain dominant in the industry and outlines other tech giants seeing opportunity in the AI hype bubble.

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[hondajacka]

Currently, it's not even close. AMD is aspiring to do AI. Nvidia AI hardware and CUDA software platform is the industry standard. While everyone else is trying to catch up, Nvidia is already working on hundreds of other technologies of the future.

[PretentiousStuff]

both companies are going to be winners. The markets for them both are endless.

[saratpoluri]

underlying technology isn't GPU per se. and the volume for inference is higher than training. but whatever.

[dfv]

Sounds like AMD needs to reverse engineer CUDA, if that's legal to do.

[Wobbotherd]

Nvidia has already won, the only reason AMD still exists is the console duopoly.

[jamescaffrey]

NVDA is overbought and AMD is still undervalued. If you want to 10X money AMD is where you allot more of the funds. Keep buying NVDA too but it has a limit to how high it can go as its market cap cannot keep going up that much. AMD is just 200billion compares to NVDA 3 Trillion, , thus AMD has higher chance to go up. It might not become a trillion dollar company this or next year, but in 5 years the ROI is much higher on AMD.

[geetalk]

AMD will stay on a good spot, they have products which can compete. But even if Nvidea loses market share they will grow and stay number one. Chances for innovations are very likely in coming months and years.