No. It wasn’t magic that lifted NVDIA. It was their product which is way ahead of the game.
ethanhopps on
I mean maybe if Amd bought Nvda dinner first
zech01 on
Yes. Now go all in on AMD calls 
helloWorld69696969 on
NVvidia went up specifically because of AI. AMD isnt really pushing AI that hard, they push graphics cards and processors, both of which are great products and compete on par with Nvidia and Intel, but neither are specialized or great for AI.
However with that, realize Nvidia has the first out of the gate advantage. Adoption has accelerated and everybody went with Nvidia when the competition couldn’t deliver. Everyone still wants more though and AMD is a far behind second but still second and offers products for cheaper.
When there’s an AI arms race going on globally and people, corporations and even countries can’t get it enough chips maybe they get what they can and buy some AMD. I don’t think growth is going to exactly mimic nvidia’s past growth because Nvidia was in the right time at the right place in history, but AMD has room to run, grow and break into the market share of AI for sure. Lisa Su has really evolved the company into something completely different from what it looked like just a few years ago. The world needs more shovels for the Gold Rush. AMD can provide to some extent at least
Who knows, maybe I’m lacking foresight. I’ve always been hit or miss
AMD can compete with NVIDIA in regular desktop GPUs. But for AI, the GPU is not the biggest bottleneck, it’s the software named CUDA. NVDA developed this software to maximize their chips.
[deleted] on
[deleted]
pawlacz33 on
No, there is only one winner in the GPU race. What’s the point of buying Amd if Nvidia can do everything better and more efficiently?
Username56565 on
Yeah load up on Intel while you’re at it
Small-Low3233 on
What COULD (and is unlikely) to happen is every big company will want to create a unified platform to replace CUDA to run on anything, like OpenCL or Vulkan. Once they all agree the jig is up, but the benefit is that NVIDIA got things right and have the best hardware so it’s a war on 2 fronts. Vertical companies like NVDA and AAPL have run away with the industry and the stale intel/amd and khronos architectures are in a state of continuous death.
AaronDotCom on
Yes.
AMD can always get on its knees and give head to NVDA
Winter_Ad6784 on
It’s possible. They do make GPU’s that have been competitive with NVidia in certain niches, and they did make a major comeback with their CPU’s against Intel not too long ago. But there isn’t reason to believe that they’ll be able todo the same with their GPU’s.
1jackdaslime on
So I’m very familiar with graphics card for gaming is one of my hobbies and can build computers and have built more than 10 this year, NVIDIA is simply a better company, they are. They have more tools, higher budget and they really are just a little more buttoned up than AMD, however AMD is a huge sleeper, the ratio in stock price is all out of whack. AMD is NVIDIAs only true competitor, there graphics cards performance are debatably better than NVIDIAs, AMD has progress to make before it’s taken as seriously as NVIDIA but it should not be a 10:1 ratio as far as stock price AMD is very undervalued, but they have to make jumps of progress to catch up to NVIDIA
Routine-Material629 on
I think amd is good in its own way but i think they are more competing with intel
apple-sauce on
Just do the opposite of what everyone says here😅
StocksGoBrr on
AMD already has… It was in the $1 range not that long ago. It’s already priced in that they’ve overtaken Intel as a market leader. They’d have to overtake Nvidia, which just isn’t happening.
Burney1 on
I’ve seen this AMD cycle happen every time NVDA actually pumps. It doesn’t last.
Regular_Candidate513 on
They are years behind and will always get Nvidias scraps. Unlesss someone from NvidiA defects to AMD for a better position (wink wink)
kl889 on
Maybe Intel can do it 🤔
TJMarlin on
I’d personally look at Intel. The panic about China x Taiwan -> TSMC has caused the US to inject Intel with $8.5 billion no strings, as well as a $13 billion loan to increase output capacity. I wouldn’t be surprised if another package is being worked on now that China is getting aggro.
AMD has a smart focus on power efficiency, which I think will pay off over time. Power consumption and infrastructure is a big bottleneck. I don’t think they’ll reach Nvidia’s heights, but they’ll make money. Meanwhile the push from the biggest consumers of these cards is for in-house hardware.
SugarsDaddyKen on
No. They are riding coat tails and not innovating.
28 Comments
No. AMD is not NVIDIA
No. It wasn’t magic that lifted NVDIA. It was their product which is way ahead of the game.
I mean maybe if Amd bought Nvda dinner first
Yes. Now go all in on AMD calls 
NVvidia went up specifically because of AI. AMD isnt really pushing AI that hard, they push graphics cards and processors, both of which are great products and compete on par with Nvidia and Intel, but neither are specialized or great for AI.
Guys it’s a discussion, discuss ffs
No
My thoughts from a year ago in relation
http://stocktwits.com/mikel3113/message/535963116
However with that, realize Nvidia has the first out of the gate advantage. Adoption has accelerated and everybody went with Nvidia when the competition couldn’t deliver. Everyone still wants more though and AMD is a far behind second but still second and offers products for cheaper.
When there’s an AI arms race going on globally and people, corporations and even countries can’t get it enough chips maybe they get what they can and buy some AMD. I don’t think growth is going to exactly mimic nvidia’s past growth because Nvidia was in the right time at the right place in history, but AMD has room to run, grow and break into the market share of AI for sure. Lisa Su has really evolved the company into something completely different from what it looked like just a few years ago. The world needs more shovels for the Gold Rush. AMD can provide to some extent at least
Who knows, maybe I’m lacking foresight. I’ve always been hit or miss
http://stocktwits.com/mikel3113/message/71190466
AMD can compete with NVIDIA in regular desktop GPUs. But for AI, the GPU is not the biggest bottleneck, it’s the software named CUDA. NVDA developed this software to maximize their chips.
[deleted]
No, there is only one winner in the GPU race. What’s the point of buying Amd if Nvidia can do everything better and more efficiently?
Yeah load up on Intel while you’re at it
What COULD (and is unlikely) to happen is every big company will want to create a unified platform to replace CUDA to run on anything, like OpenCL or Vulkan. Once they all agree the jig is up, but the benefit is that NVIDIA got things right and have the best hardware so it’s a war on 2 fronts. Vertical companies like NVDA and AAPL have run away with the industry and the stale intel/amd and khronos architectures are in a state of continuous death.
Yes.
AMD can always get on its knees and give head to NVDA
It’s possible. They do make GPU’s that have been competitive with NVidia in certain niches, and they did make a major comeback with their CPU’s against Intel not too long ago. But there isn’t reason to believe that they’ll be able todo the same with their GPU’s.
So I’m very familiar with graphics card for gaming is one of my hobbies and can build computers and have built more than 10 this year, NVIDIA is simply a better company, they are. They have more tools, higher budget and they really are just a little more buttoned up than AMD, however AMD is a huge sleeper, the ratio in stock price is all out of whack. AMD is NVIDIAs only true competitor, there graphics cards performance are debatably better than NVIDIAs, AMD has progress to make before it’s taken as seriously as NVIDIA but it should not be a 10:1 ratio as far as stock price AMD is very undervalued, but they have to make jumps of progress to catch up to NVIDIA
I think amd is good in its own way but i think they are more competing with intel
Just do the opposite of what everyone says here😅
AMD already has… It was in the $1 range not that long ago. It’s already priced in that they’ve overtaken Intel as a market leader. They’d have to overtake Nvidia, which just isn’t happening.
I’ve seen this AMD cycle happen every time NVDA actually pumps. It doesn’t last.
They are years behind and will always get Nvidias scraps. Unlesss someone from NvidiA defects to AMD for a better position (wink wink)
Maybe Intel can do it 🤔
I’d personally look at Intel. The panic about China x Taiwan -> TSMC has caused the US to inject Intel with $8.5 billion no strings, as well as a $13 billion loan to increase output capacity. I wouldn’t be surprised if another package is being worked on now that China is getting aggro.
Balls deep in both is the way
Think of Nvidia as gold and amd is silver
[https://www.tomshardware.com/pc-components/cpus/lisa-su-announces-amd-is-on-the-path-to-a-100x-power-efficiency-improvement-by-2027-ceo-outlines-amds-advances-during-keynote-at-imecs-itf-world-2024](https://www.tomshardware.com/pc-components/cpus/lisa-su-announces-amd-is-on-the-path-to-a-100x-power-efficiency-improvement-by-2027-ceo-outlines-amds-advances-during-keynote-at-imecs-itf-world-2024)
​
AMD has a smart focus on power efficiency, which I think will pay off over time. Power consumption and infrastructure is a big bottleneck. I don’t think they’ll reach Nvidia’s heights, but they’ll make money. Meanwhile the push from the biggest consumers of these cards is for in-house hardware.
No. They are riding coat tails and not innovating.
AMD is going to moon soon… read some recent news