AMD

SergeAlberta

AMD is behind

beefstake

Tell me son. If I have power and want a rack of Vera Rubin how long would I have to wait to get it? 12 months? 18 months? I don't even think you could get a Blackwell NVL72 quickly without begging an OEM to squeeze in front of the line. AMD isn't much better, their supply is super constrained because they weren't able secure anywhere near as much HBM supply as NVIDIA. (big green got them big pockets for them big POs) Pretty much all the GPUs are on massive lead times just like everything else, only thing flowing relatively well is the GPU dies themselves but even those aren't exactly laying around either or we would have consumer GPUs. In fact the only reason those are relatively easy to come by is diversion of all the wafer capacity from consumer dies to DC GPU dies.

quantum_splicer

I don't see the board back walking their position. Unless it's clear and unambiguous that Jensen didn't compromise Nvidia or implicate Nvidia in bypassing export controls (direct or indirectly). The fact that anthropic released a report on how their agents were able to run on AMD a few days after Jensen was let go, is an indicator that AI companies have been working behind the scenes to leverage their independence from Nvidia. That is ai companies posturing to investers, the public and government; don't worry about Nvidia regardless we will be okay and able to keep going forward. It's projection of market confidence

idontlikethisname

Leave our AMD queen out of this.

im_down_w_otp

This is annoying. This is the narrative that will take hold in the immediate, and a whole bunch of stock prices are going to go down as a result. Here’s the part that doesn’t make any sense… ***the demand was there***… so… why would they lower prices? Customers showed up wanting to buy tons of NVIDIA silicon, NVIDIA took the opportunity sell it to them at higher prices, and subsidized that expecting return on that later. This happens with automakers all the time. They practically all have their own financing arm of their business now, because they have to. Practically nobody can *actually afford* a car, and the cost to develop and produce a car is crazy high, so the margins are usually terrible. Those margins can be boosted by the automaker making extra revenue on the backend of the sale by issuing the debt to buy the car in the first place. They also all only finance the vehicle purchase if you buy the vehicles they make. GM Finance won’t give you money to lend or lease a Nissan. Does this inflate the price of any individual vehicle? Yes, because the purchase is now subsidized. So, you can either borrow to pay more your giant pickup truck, you can get a cheaper smaller econo-truck, or go without. If your demand is high, then you may be inclined to borrow and pay more. **That’s how** **it’s** **supposed to work. It isn’t a scandal.** If this glut of chips “scandal” made any sense, then AMD, Intel, and Google could have spent all this time absolutely ***decimating*** NVIDIA’s marketshare by just massively, massively undercutting them. There’s a price difference where you will just eat having to port away from CUDA, for absolute certain. CUDA is mostly a convenience, it’s ecosystem gravity, that’s why it adds value to NVIDIA GPUs. It’s not some kind of core technological IP itself. If all those other semiconductor makers wanted to dethrone NVDIA, this glut of chips “scandal” would have been prime time to do it. Looking at the prices of AMD RX and Intel ARC GPUs tells me demand was driving the cycle and NVIDIA was goosing their bottom like exactly the same way GM finance gooses GM’s. Demand-side subsidies make prices go up. That’s why subsidizing healthcare, education, etc. drive prices up. The demand is inelastic. Now, like I said, this is annoying because this dumb narrative will drive sentiment and sentiment will drive stock prices.

Ninjavitis_

AMD ceo isn’t going on a sex rampage anytime soon

CD274

AMD and ARM were dropping as Nvidia went up tbh

Scion95

People thought AMD was going to go under until Lisa turned it around. I think Lisa actually is an example of the trend, it's just that she's just that damn good.

johnnille

Funny that AMD alwas to seem to fumble the bag when oppurtunities arise. It seemse to me like Jensen and their CEO are related somehow. (Google it, they are.).

ImpactCertain3395

As an AMD employee, I’m all for this lol.

BadaBingSil

LHX: crashes the intranational aviation infrastructure: -3% AMD: kinda like NVDA: -10%

Equivalent-Quail138

Coal is too expensive, kids are getting an old AMD FirePro with 1 gb vram

BellevueR

AMD acquire nvidia lol (beyond reality)

mayorolivia

It’s not the same. Jensen was one man responsible for: \-looking 10 years out \-producing the most advanced chips and a new generation every single year \-increasing the number of developers using CUDA \-bullying customers not to use AMD, Broadcom, ASICs, etc \-bullying suppliers to give him all their allocation \-bullying his staff to vendor finance neoclouds and give them allocation over established businesses The man was a force of nature and he is completely irreplaceable. I don’t think even 3-4 top executives can replace him. He had TSMC give him 70% of their CoWoS capacity on a handshake agreement. Customers were terrified of diversifying because it would piss him off. Nvidia no longer has all that. They will continue to print cash over the next 5 years but they risk stagnation without Jensen. If TSMC, Samsung, SK, Micron start giving more allocation to competitors, Nvidia’s growth rate stalls. Jensen was the man keeping the trains running on time.

SanDisk_Made_Me_Rich

Jensen's departure from Nvidia probably won't be felt until after 2029 Blackwell chips are shipping now, Vera Rubin is ramping up, and Feynman architecture is mostly set due to be released in 2028 That's because a GPU generation takes 3-4 years from architecture to volume shipments. After 2029, it's unclear if Nvidia can maintain its ambitious annual product cadence, will Nvidia continue investing aggressively ahead of customer demand (circular financing), and make sure AMD & Broadcom doesn't close the gap

Dull_Environment2847

If I was a long term investor of nvda and they kicked out a leader I knew was great for them only to replace him with an israeli dual citizen I would sell all and move to AMD. Garbage forward guidance next week book it

odanobux123

I replied that it’s not feudalism because I can get a share of the pie. Gaining ownership stake is clearly the opposite of feudalism. I’m not sure how you personally wanting RAM has anything to do with what I said. Nevertheless, I get the struggle I’ve been wanting a new PC. Instead I just had to buy NVDA and AMD. No PC still after a few years, but the tens of thousands I have from the PC money help me sleep better at night.

timmeh1705

The example they gave for Mythos is for prompt processing ,which by definition is inference. With any PR release you will show your strongest use cases. Just because they pursue a a multi chip strategy for different stages of model development doesn’t mean they’ve found immediately similar shortcuts for every chip in their arsenal. Inference will be the first tower to fall. Deepseek is served via Huawei Ascend and Zhipu (GLM) have ordered a large Huawei cluster so I’m assuming they will start serving models that way too. What concerns me about AMD ROCm in the short term is are they going to staff their developer support the way NVDA does with CUDA? You want adoption, you need to ensure the developers can get help with troubleshooting

Big-Pomegranate3243

SNDK wiped out my entire week of gains last Friday, honestly though I am kind of proud it held up better than AMD, gotta take the small wins where we can

CapoDoFrango

did you read the article? specifically for training, anthropic not longer relies on Nvidia hardware, they are hardware agnostic now, they can train on AMD GPUs, Google's TPUs and Amazon's Trainium chips as well or even better than Nvidia GPUs

enkay516

Sooo AMD

SaltyYumYumBalls

If only AMD would have made a flagship GPU near a 5090 or even 5080's power...

SippinOnHatorade

I made the decision about 11 years ago to put some money as a teenager into both AMD and NVDA and that after a year, I would sell one and put those earnings and whatever else I had available into the other AMD won that race so I have no NVDA bags and a quarter of my portfolio is AMD So I’m pretty stoked about all of this

No-Ant-5811

Calling vendor financing a pseudo Ponzi scheme is a massive stretch. A Ponzi scheme pays old investors with new investor money and produces nothing of value. Nvidia is selling physical compute capacity that enterprises and cloud providers are actively renting and monetizing. The WSJ reporting on the August meeting is real, and Colette Kress was right to rein in those balance-sheet backstops and cut the OpenAI lease guarantee in half. Underwriting debt for cash-strapped neoclouds creates real credit risk if utilization dips, which is why the market reacted to it. But aggressive vendor financing to lock in market share and keep hyperscalers from shifting to custom ASICs or AMD is standard tech infrastructure playbook, not a Ponzi scheme. If there were zero real end-user demand for the compute, those data centers wouldn't be pulling megawatts of power 24/7.

TonysTripping2

You think AMD isn’t doing the same? They just haven’t been exposed all the company cares about to profit

mayorolivia

I think it’s way worse than people understand. Nvidia prints cash and has 90% share. However now they face shareholder lawsuits, congressional investigations and criminal investigations. Microsoft lost a decade because of the amount of energy they spent on the antitrust suit. Plus Jensen was the reason they recruited and retained top talent. Finally, Jensen was a genius on keeping Nvidia 10 years ahead of the competition, tying up supply chains and bullying customers not to diversify. He was a force of nature and he is completely irreplaceable. This isn’t an Apple, Google, or Microsoft situation where you just continue harvesting a cash cow. If you aren’t innovating and securing your supply chain in semiconductors you are pretty much dead. We saw Intel and AMD face bankruptcy. I don’t think Nvidia ever goes bankrupt but they face stagnation and a slow decline.

sobookwood

This is going to shoot AMD to the moon! Thank god I got in early

Mustatan

So true, just more indication the "he slept with a spy!" thing is just a smokescreen, or the at best a distraction for people not paying attention to details like that. Like you saying, China has been making a big point *not* to buy Nvidia chips and use it's own GPU's. China now has it's own working EUV, chip-fabs and memory-fabs just coming online, and their own alternative to CUDA, so full vertical integration of the whole system for making their own GPU's. And want to kick-start the supply chain by encourage their own tech companies to use their own domestic supply instead of anything from Nvidia or AMD. The funniest part is, China's own export controls are tougher than the US is ironically on this, and they're trying to reduce the kind of smuggling Huang is doing. Like other commenter said, the real terror for the crypto-bro's and tech-bro's isn't chip-smuggling, is that with Jensen's collapse, the whole Enron-style circular financing and creative accounting collapses with him. That's been the only thing propping up the AI bubble with the total lack of profits or ROI, and the historical high levels of debt for Anthropic, openai, SpaceX and the other AI companies, and the neoclouds, hyperscalers and even other shovel sellers. And now the circular financing Ponzi scheme is collapsing before their eyes, just like Enron and Theranos did. The creative accounting of the AI hype was already falling apart due to higher interest rates and debt re-financing getting much more expensive as Treasury yields and inflation rise, just like with the CRE bubble. But now the next few weeks are likely going to be a series of horror shows for tech investors. Basically the entire NASDAQ has been depending on the shady circular financing and now that's gone, eerie echoing of the things helped cause the dot-com bubble bust but even nastier and higher scale now. Eventually this will be helpful by reducing the moral hazard and over-leverage, and free up capital for other sectors of the economy. But in the short term it'll be ugly and deliver a nasty hit to the rest of the economy and markets, in every sector and make such massive leverage even more expensive.

After_Olive5924

From what I can tell, his argument is that Nvidia ordered too many chips to be produced from Taiwanese fabs based on that WSJ story so they cut cheques with neoclouds and co-financed alongside banks so that those chips could actually be sold. It's basically the same underlying premise as the GFC when sub-prime mortgages were securitised and sold but most people didn't know the borrowers actually couldn't afford those homes. It's convincing and that WSJ story has caused a lot of FUD. Where it falls apart is that TSMC and the rest are in high demand so he needed to commit to 1-2 years of supply but it's not a guarantee that Nvidia's GPUs would not face any competition in that period. AMD, Google, Broadcom have all sought to chip away at that lead but they still aren't there yet. Jensen wanted to leave them in the dust before they could catch up and hence invested/financed neoclouds and AI start-ups. It's problematic that he did but he was quite open and transparent about it. Ford doesn't work as an analogy. A better one would be Apple which locked in contracts for years so that they could continue to product smartphones hoping that demand would increase worldwide (which it did) enabling them to dominate their competition and charge a premium price. The problem is that these customers may have overextended themselves. Nvidia's 3Q earnings will report excellent results and so have neocloud companies and hyperscalers but everyone seems to believe that it's not possible for multinational companies and start-ups and software companies and AI companies to buy so much more compute indefinitely.

Mustatan

This totally. This is the real fallout of Jensen-gate the cryptobros and AI bubble bros fear most. The entire AI hype depended 100% on the sketchy Enron style circular financing to keep the bubble inflated by debt, in 100 years there wouldn't be enough revenue or ROI to justify it. It's basically been a Ponzi scheme that Jensen for whatever his reasons, was happy to continue mucking around with. Without him, no way Nvidia (or AMD or anyone else) is going to risk an Enron or Theranos-style downfall on Ponzi financing that's basically illegal. The entire massive over-leverage and funding house of cards for the AI industry is unraveling before our eyes. Even worse when combined wiht other recent disasters--the Microsoft outage, FAA ground stop and national weather service radar down, all probably AI related even though they're desperate to deny it. (Air traffic control just happens to go down literally the day after the AI SMART system it's started up, MS suffers a full system collapse just right after they lay off or buy out thousands of their engineers to replace with AI, yeah sure Jan). And worst timing imaginable for Anthropic's already doomed IPO. There isn't a realistic business model for the insane debt-fueled frontier AI buildout without actual ROI or even support from the public, with hundreds of billions in debt and counting kept afloat only by an Enron on steroids. So it's all falling apart in the coming weeks.

Majin-Boots

I couldn't be bothered double checking each one. Your first example is Alphabet which had a 10% drop due to a disappointment in earnings. AMD had a recent boost due to earnings being above expectations. Claiming that investors dont care about earnings is stupidity.

zuckzuckonit

What are your thoughts on AMD?

lonigus

Nothing is bursting (yet). What was wiped from Nvidia went to AMD and others.

Outside_Share_2445

Next is AMD CEO!!!

Crazy-Sir5935

Wait for top end GPU engineers to leave NVDA for AMD after legend Jensen left....

No-Platypus4134

Nvidia will lose 1200 of its best. Its last chips will be the best its ever made for a very long time. Jensen was very close with TSCM and his parting ways will lose that relationship. AMD will catch up and surpass Nvidia. However, if Democrats win mext election Government will heavily suppress Ai growth. I went to an Army base today as a veteran and they are training for war in Europe. So yeah we have too much pressure on everything atm. One thing breaks and everything will crash

arnies_werld

Same story....1600 shares of AMD @ $3 and sold when the price hit $12 (also 400%). I was ecstatic that day. That would have been around $880k today😅 I think about that often. Ultimately, I was too stupid and impatient. Lesson learned the hard way cuz time was the biggest component lost in all this.

halcyonandon

You are not accounting for a potential loss of the CUDA moat. Anthropic just put out a report they were able to ramp up on AMD in a matter of days using Mythos, where it would have taken NVDA CUDA 6-12 months. If they start showing serious performance advantages on top of accelerated ramp up times, the entire reason people use NVDA disappear. They will still be a competitive chip provider, but they will no longer dominate the market.

music_is_gud

Agree. Most of my swing trades are lasting like 1-3 days these days instead of 1-3 weeks that they usually used to. The only position trades I'm in on rn are CDNA and AMPL, but they can go down any time when the tech makes a comeback which is making me a bit uncomfortable with those positions. I entered AMD at the reclaim of 21d today but tbh it had a weak ass close to the day pretty much at that same point

thef10buttonmasher

Because his judgment was correct when it counted most, like developing, teaching, and supporting CUDA and GPGPU before anyone else did even though it was unprofitable and seen as a bit of a waste of silicon by some at the time. He also made some other tough calls like getting out of the motherboard business and retraining those staff instead of laying them off. "Oh but that's easy" you might say. Hindsight is 20/20. Other companies made trillion dollar errors like AMD being a Johnny Come Lately almost always trailing Nvidia on anything important not just in AI but even getting frame pacing right. Intel not realizing the importance of GPUs in the data center until too late. Microsoft fumbling mobile so they are now effectively shut out by Android/iOS. Etc.

critical-levels

lol yeah im no jensen stan but are people forgetting this guy literally made the largest company in the world single handedly? Do they just think NVIDIA was positioned like this for no reason? Theres a reason Nvidia is this far ahead while AMD and intel are nowhere to be seen.

Busy-Needleworker523

Ruining a friendship over a piece of a $100k is crazy. I ships value my money more. I invested 200k in AMD at $120

Eazy-Eid

AMD since 2020. Main reason my port is up 60% this year

Tricon916

I bought AMD at $3 soooo long ago. Just gonna hold it till I retire and see what happens.

s1n0d3utscht3k

tbh that’s completely impossible at the hardware and execution layer GPUs don't know what a "model" is, they just execute low-level GEMM (general matrix multiply) and FlashAttention kernels via CUDA/PTX i mean wtf and even if Nvidia tried to enforce cryptographic model signing at the driver or firmware level (like Confidential Computing attestation), anyone with physical access to bare-metal H100/Blackwell nodes could easily spoof weights, strip metadata headers, or run custom Triton/CUTLASS ops cuz ALREADY all the Llama, DeepSeek, etc and GPT architecture are all fundamentally the exact same transformer matrix math under the hood beyond the technical impossibility of blocking arbitrary linear algebra without bricking HPC, scientific simulation, and gaming workloads…. tbh quite bluntly doing that would violate antitrust law overnight no matter if daddy trump likes it or not…. and probably instantly hand the entire hyperscaler market to AMD MI300X/MI350, Google TPUs, and AWS Trainium only only way it’s gonna happen is by enforcing hardware-level cryptographic attestation on closed, vendor-signed binaries …. and dude that will never happen because blocking arbitrary CUDA code would instantly brick gaming, rendering, and scientific computing…. force hyperscalers straight onto AMD, TPUs, and Trainium, and probably trigger said antitrust lol

HybridInvstr

I'm approaching 40. The best advice my dad gave me growing up was to invest in companies that are well respected. 20 years ago he had me invest in AMD, because the CEO was someone he respected (Lisa su) and the company had good fundamentals. That $25k he helped me invest 20 years ago has been the change in my life. I've added into that position throughout the years but I will say this: if you pick a solid stock with a management team you can respect, absolutely do it. Not saying you won't ride some ups and major downs. But find the one (or few) that you feel have a strong management team and growth potential, and it pays off over time.

Rexultdis

AVGO and AMD had to go back to barber today for their haircut

Ill-Ad1603

I work in the semiconductor industry, am a MTS firmware engineer at AMD. Jensen is a genius. You cannot deny the facts man. Everyone in the industry respects him.

GreedyPomegranate391

AMD since 2018. Wild ride with wild swings. But no, couldn't have made this much money in index fund.

LITTELHAWK

I started buying around 2015, I think. I have some that would certainly have been better spent on an index fund. But I have quite a few that have more than made up for it (TSLA, MSFT, NVDA, AMD, etc.)

NHLHITMAN

I’ve owned amzn, tsla, AMD, MU, nvda, goog, since 2014. It’s completely changed my life.

Severe-Selection-256

Imagine mango started yelling AMD!!! AMD!! 

BadaBingSil

LHX: oopsie we got hacked or something so we have to ground all flights in the USA *stock down 3%* AMD: we're kind of like NVDA *stock down 10%*

rogueSkib

i’ve been long for years, AMD biggest winner, but stayed away from options since i flubbed that life changing opportunity, getting the itch but maybe it’s not my game to play

TrickSingle2086

Wonder if the engineers could migrate over to AMD

soysssauce

Is Farr more important than your doctor? Imagine if there’s no Jensen, just lookat AMD and Intel that’s the only chip we would have.. there will be no cuda and the progression of AI will be much lower than what it is today. He is one of the most important entrepreneur of our generation.

Wide-Contribution-29

Still need TSMC for all other IDMs like AMD AND Broadcom there’s no company that can handle it domestically

sapien3000

Taiwan has TSMC that manufactures chips for AMD and Intel

Certain-Mobile-9872

Only AMD

soysssauce

Sometimes morale isn’t the only thing that you should be considered somebody like Thomas Edison can be a complete dick, but he was crucial to human technological development without him. I’m sure there will be lightbulb, but it might be pushed years down the road same thing with the Jenson Hoang without him the AI there won’t be any media graphic card, and the AI progression will be slowed by quite quite a few years just look at AMD and Intel now that’s what we would have if there’s no Jensen

soysssauce

Sometimes morale isn’t the only thing that you should be considered somebody like Thomas Edison can be a complete dick, but he was crucial to human technological development without him. I’m sure there will be lightbulb, but it might be pushed years down the road same thing with the Jenson Hoang without him the AI there won’t be any media graphic card, and the AI progression will be slowed by quite quite a few years just look at AMD and Intel now that’s what we would have if there’s no Jensen Wong

PenguinOfB00m

Good, I have an AMD card

Swimming-Dingo-9695

I bought AMD shares at $543 this morning and sweated all damn day... took a nap around 1:30, and just so happened to wake up at 2:55 and sold them for a small loss at 535. Feeling pretty good about that blessing

Own-Recipe5908

That's how AMD goes. It's a legendary scalping stock. It was insane that people trusted AMD pumping off NVDA dumping when nothing fundamentally changed about production and literally every bit of capacity that's bought from other companies is sold.

Shenshenli

We need AMD to just hire Jensen and siphon all that staff.

JudgmentCharming355

AMD one day 10% green another 8% red this is fucking insane

Expensive-Notice-509

I choose to believe this. I bought AMD at 645

red_fluke

Ah yes, Jensen will probably make millions from amd by doing this. At same time lose billions worth of his nvidia equity value, thus becoming the biggest loser in world because of rise of AMD.

KingWooz

AMD has entered the chat

double-beans

AMD

MyDogIsDaBest

That's good news! I just worry about how it affects competition in the GPU space, fingers crossed AMD and Intel run away with it. It'd be hilarious if AMD and Intel began to dominate the gaming space which meant their GPUs were actually more useful than NVIDIA's and NVIDIA got kicked to the curb by AI companies (assuming AI companies survive the incoming Anthropic IPO pump and dump)

the_humeister

I want to know what AMD thinks about this

Professoul

AMD down 10%

Akkkuma

Either way I'm holding $AMD

Brave-Lawfulness4985

AMD dropped $60 share today. biggest loser. now that's funny!!

sargsauce

That dip after that first vertical must've been excruciating. Good job, bro! I made some scratch today on SPY and AMD puts today, too, then finished trading for the day by 11:00ish.

Right-Departure-8881

my discussion with an agent. Refute this. Under **Article I, Section 9 of the U.S. Constitution**, Congress is legally barred from passing a Bill of Attainder. This means **the Senate cannot pass any law, penalty, or restriction that targets NVIDIA by name.** Because of this constitutional limit: 1. **No NVIDIA-specific laws:** Any regulation, export control, or security rule must apply to the *entire semiconductor industry* (AMD, Intel, etc.), not NVIDIA alone. 2. **No direct corporate penalties:** The Senate has zero authority to fine, sanction, or structurally punish NVIDIA as a corporate entity. 3. **Jensen is out:** Subpoenaing a former executive has zero legal or operational binding effect on NVIDIA's current business or balance sheet. **Bottom line:** The Senate cannot do anything *to NVIDIA specifically*. Any legislative action is broad and industry-wide, meaning NVIDIA faces no unique, targeted penalties from Congress.

hardcrepe

So if news hasn’t already come out of it, confirming it and I missed. How much do you wanna bet that the reason AMD is going down is because Lisa Sue got caught up in the web of the selling to China as well?

Snoo_14634

The big thing is watching the news. Tech stocks are make or break because of how much of the economy they make up. That's why you see a lot of people trading index funds like SPX, QQQ, SPX. Those are your best bets. Big tech companies like Nvidia, AMD, Microsoft, etc will affect the movement of those funds. So if some big news breaks, like the CEO of one of these companies having an affair with a Chinese spy, you could likely predict the markets will react negatively and then you buy put contracts. I rarely buy options that are more than a couple dollars out of the money. Especially with 0DTE contracts. Learn about what technical levels are and how institutional investors react to them. That's what I did. Because then you can more often than not guess what the day will look like. The rest is just setting strict rules for profit and loss. If you're trying to get rich quick and that's your focus, you're going to lose a lot more than you win hanging onto options too long. Set realistic profit goals. The only time I've made monster profits (for me) is when the premium shot up faster than I could sell it.

fzrox

Elon is a big customer, if Elon switches to AMD, they are cooked

Creative_Youth_4982

nvda just lost it's talisman; he was implicated in selling chips despite and export ban; wsj article called out circular financing to keep the wafers full at TSMC (CFO probably front-running reduced guidance; what else? did i miss anything? oh yea, seems someone used Claude to port CUDA over to AMD chips

Creative_Youth_4982

nvda just lost it's talisman; he was implicated in selling chips despite and export ban; wsj article called out circular financing to keep the wafers full at TSMC (CFO probably front-running reduced guidance; what else? did i miss anything? oh yea, seems someone used Claude to port CUDA over to AMD chips

Creative_Youth_4982

well, nvda just lost it's talisman; he was implicated in selling chips despite and export ban; wsj article called out circular financing to keep the wafers full at TSMC (CFO probably front-running reduced guidance; what else? did i miss anything? oh yea, seems someone used Claude to port CUDA over to AMD chips

Milanoate

Jenson Huang is the reason NVidia is 4.5T (before last Sunday), while AMD is 0.9T. Without Jensen, these two companies should have comparable market cap. Can they still sell chips? Yes. But the stock price will be cut in half. >Nvidia is too big it can still run its operations easily without Jensen Huang. This is delusional.

glamoutfit

Yes what I mean isn’t CUDA exactly but the equivalent role for AMD chips. It is so easy to replicate software now. They don’t need to license it

AvalancheBreakdown

They seriously don’t have any. Looking at their efficiency per watt, it is only a master of time before othered in the industry build something superior. People will look back and say the affairs were the downfall but the reality is their tech is pretty basic brute force. They were just in the right spot at the right time. They did GPGPU to get a little extra business to bolster graphics sales and it turns out GPGPU was the answer. Good on them for this. AMD/ATI totally missed it and are playing catch up, for example. Source - am senior leader in semiconductor design.

EdgeDazzling4212

Tim Cook takes forever to produce products… AMD would gladly see him in charge of NVIDIA

NerdSlamPo

I'm long AMD so its fine

mathew84

He may have made some mistakes in his life but his determination to protect the women around him is likely the reason why he caved in and caused him to surrender his job if threatened so. I hope lisa will not go to nvidia, the nvidia board is kinda dangerous. She should take in jensen and lisa focus on cpu while jensen focus on gpu. AMD will be unstoppable.

Stergenman

Amd, Amazon, Qualcomm, are going to steadily eat Nvidia market share from here on, about 5-10% per quarter is my guess. AMD currently in the best position to nab the next goverment sponsored fab, but Amazon is rapidly ramping up production. It's a competitive market, can't go around making mistakes

NeedleArm

AMD tech is not even close to Nvda or they evn have close to the amount of production supply. AMD in fact will not get every contract. NVDA will continue to be bleeding edge tech

Stergenman

The only person saying she ain't a spy is Xi and his many mouthpieces. And only bag holders think everything will go right back to normal. This is a done deal, Jensen fucked up on a national security level. AMD gets every goverment AI and chip R&D contract and grant for about 5 years or so.

Souk12

Can AMD hit 540.

Molten-Helldiver

Who got destroyed by AMD today

zmbjebus

What do you think is inside the consoles? (its actually AMD, Jensen cheating again)

NerdSlamPo

My ELF gains balanced out my AMD losses. all is right with the world

CrewParticular1477

AMD will recruit jensen

drazayn99

Nah, made a neat 200% from AMD 0DTEs as it jumped from 522

Akkkuma

It just went too fast in a week's time. Hold $AMD until at least 2030

NerdSlamPo

AMD is not more likely lmao. down 9% still