AMD

Cephalopirate

I’ve boycotted Nvidia since they ruined my PS3. AMD GPUs haven’t let me down, and you’d be surprised what Intel GPUs can do.

SergeAlberta

with Lisa Su. AMD is cooked

nommapper

Do what OpenAI employees did---threaten to join AMD!

s-a-t

I don’t even care this guy is the fucking goat nvidia only goes downhill from here unfortunately, get ready for the AMD 3T market cap

PhotoSpheres

How is Jensen’s cousin of the CEO of AMD and no one mentioned it until today?

momofuku18

You must be young when you say those two companies to choose GPUs from. It used to be ATI and nVidia graphics cards people bought before ATI was taken over by AMD and the term GPU was eventually used. AMD makes a variety of chips, including CPUs and GPUs, and they simply are catering to different customers and market needs.

Vlisa

valk was right shoulda bought AMD mon not NVDA :vanish:

DonkeyTron42

AMD is selling CPUs that cost 100's and low 1000's of dollars. nVidia is selling GPUs that cost 10's of thousands of dollars.

Harp-Note

$AMD

MyDogIsDaBest

The problem was the Chinese spy, I think if it was just an affair (or three) his home life would be shattered, but he could have probably stayed on as head. If the new CEO blatantly ignores the gaming and personal space, it's gonna hurt. I would welcome a new player to the space, but holy fuck the choice between AMD or Intel GPUs is going to be a tough one

g_bleezy

he's gonna be back before q3. divorce will allow him to dump tranches of equity off schedule. he'll be able to compete directly against the old squad without costing himself financially. NVDA's CUDA moat drying up if you believe Anthropic's work on AMD chips. NVDA hasn't had real competition since gamers were primary market. Are they ready to fight or do they have atrophy without a head? I got that long huang bb.

Conscious-Move9662

He worked at AMD Lisa is his cousin

Orthoebolavirus

So what are the odds NVDA recruits the AMD or AVGO CEO?

Prudent-Corgi3793

Nvidia makes about 30 times more profit and is growing faster, so the market is already pricing in a lot of growth for AMD.

Elm03981

AMD may end up being cheaper to run on in the future. Their model is open source.

Doctor_Saved

Nvidia is actually making chips people wants and willing to commit crimes for. AMD has a plan.

AmazingSugar1

Nvidia innovates, AMD mostly eats Intel's lunch and studies what Nvidia does

invester13

Look at the net profit for both companies. Nvidia making 5x more money. AMD is very very very expensive comparing to NVDA, however, new money flows into companies that can 3-5x, and not the ones that have done already 

nerevisigoth

Like AMD?

DillonAMDwinning

there is no 5 years of anything that is contractually on order. Supply will be given out now to AMD and others, much of NVDA supply stranglehold was done on a CEO to CEO basis, word of mouth style. See latest SemiAnalysis Article for explanation. NVDA future not looking certain at all rn, would not be surprised to see them hold less than 50% market share prior to 2029

Haunting_Bat_4787

CUDA was the only way to run PhysX on-GPU after Nvidia acquired Ageia  . That was a primary reason why it was so heavily pursued early on, PhysX titles were one of the items that allowed Nvidia to take back the GPU crown from AMD in the 2010s. So saying CUDA had no use at the time is completely incorrect. CUDA was also used for distributed computing which used to be much more massive than it is now. 

ThisMathematician972

Be prepared to see 90’s to 130’s those were the major technical support levels before the big moves, lots of technical gaps along the way and has been priced to absolute perfection with earnings in 5 days without Jensen there is a very real risk of some major drops from here and you can very obviously see where Wall St is rotating to with AMD and AVGO. Congrats on being one of the first to catch the falling knife. It has fell and been flat so many earnings after absolutely crushing and raising guidance….. I mean good luck

NoHalfPleasures

https://wccftech.com/anthropic-jeopardizes-nvidias-cuda-moat-as-its-claude-mythos-model-took-only-3-days-to-figure-out-how-to-run-another-model-on-amds-mi355x-gpus/ AMD is pumping now

wallStBetModsRGayAF

WAIT A MINUTE why has AMD been going up since November fifth???

15xorbust

Tell that to AMD. Lisa Su’s done a damn good job there

vivificant

Jensen > AMD > AMD buys NVIDIA and appoints Jensen as CEO

iknowdemfeelsbro326

Always been an AMD guy anyway. Was the first stock I purchased years ago

thecommuteguy

They should buy AMD and have Jensen's cousin run it all.

Ill-Ad1603

Paid whom? You work for AMD?

Slow-Snow7186

AMD paid today

redditclm

AMD's Lisa Su has not said anything bad about Jensen over the years. Any bets if she's in Jensen's special 'friends' list. 😏

Kaesix

The chance you would have held this over the last 5 years is damn near nil unless you had a plan or just worshiped Lisa Su (nothing wrong with that). AMD has been up and down like a toilet seat until it finally broke out this spring: that's a lot of waiting.

uninflammable

If Lisa Su comes out in a leather jacket from now on i will full port into AMD

jayemsa

$AMD can still run but valuations are getting to stupid levels

supplykatusa

Does the jacket have a noncompete? asking for AMD

jmlinden7

Intel and AMD AI chips are slower but not by that much. Most of the moat is due to software compatibility (a lot of the stack dependent on CUDA) The problem is that the other chips use slightly more power, due to Nvidia being slightly ahead on designs

JudgmentCharming355

It was better $AMD than $NVDA

Cav829

The theory on AMD for a while has been that if Agentic AI becomes a thing, they'll become the new Nvidia since CPUs become more important. Kind of wild how much people are trying to frontrun it as yeah, companies only turn to AMD if they can't get in on Nvidia's supply.

Own-Recipe5908

It sorta doesn't matter in this environment. There's no excess capacity and these companies don't actually manufacture their own chips, so whoever has the biggest cash pile gets the biggest share of capacity, which will be nvda. They're all selling everything they're producing, nothing will change until neoclouds start blowing up and at that point both nvda and AMD are gonna drop to the earth's core anyway.

jayemsa

Buy $MU $AMD $GOOG $MSFT instead

jaapi

AMD scooping him up would be the move

gaesseag

My point is that without CUDA existing, AMD wouldn’t have felt the need to create HIP and ROCm, and would have probably just kept betting on OpenCL. CUDA is what proved there was actually a market for GPU compute, and that developers didn’t want to deal with a bunch of verbose C boilerplate just to parallelize their code.

GandalfTheSexay

AMD is a direct counter example of your claim

Lil_Sperm

I was too bearish I should’ve put my life savings in AMD last Thursday :hammer:

bespoketrancheop

You should have bought AMD https://preview.redd.it/gd0sid8rp91i1.png?width=1448&format=png&auto=webp&s=7733444ba495c95816b77d325dd8496497a054ba

DyingRats

Did an AMD call and a NVDA put for tomorrow, am I stupid, should it have been the other way around?

Imaginary-Case3976

OP was sleeping last month or something? NVDA -30%, Google -30% AMD -20%, Intel -50%, Avgo -30%, CRWV -50%, NBIS -60%, Marvel -50%, SpaceX -30% Saas lost 40-50%, IBM/HPE/Dell -25% AI bubble has popped or already popped. It might go down another 10% but there isn't much air left. The Index is not down much because AI isn't the index...

Perfect_Painter_7863

AMD puts when?

OdteLambo

You could have turned $1 into $1m buying AMD calls last week at $400

jayemsa

Thank you for not buying $AMD

86rpt

AMD

PrinnyFriend

Meh let people pivot. Investing into AMD instead of Nvidia is literally the equivalent of **"Selling your Toyota to buy a Dodge"** It might look nice now, but you will pay for it in the long run and it will depreciate the second you buy it.

colintbowers

lol yeah I do. ROCm developed out of AMD's earlier programs like HSA and Pro Duo / OpenCL. I suspect the point you're trying to make (without actually saying it) is that ROCm looks a lot like CUDA, so it therefore could not have been developed without CUDA. But that logic is backwards. ROCm looks like CUDA because AMD were desperately trying to make it as easy as possible for CUDA-specific code to be able to be translated to work on AMD hardware. If CUDA hadn't existed, ROCm might have even been a better product, because AMD wouldn't have been hobbled by trying to have a compatibility layer between the two, and could instead have developed it more in line with the groundwork laid out in OpenCL. Yeah, I'm old.

theloop82

NVIDIA is a very flat corporate structure, he has like 60 direct reports. While NVDA is full of very smart people, Jensen is very hands on in all aspects of what they do and is sort of the engine driving all the gears so it stands to be seen if organizationally they will be able to keep up their current pace of development without him in that spot. You can’t just stick a Wharton MBA in there (or 100) and expect the same result since he (and Dr Su of AMD) are engineers and very technically involved where most huge companies are ran by tiers of people managers. This sort of reminds me of when Boeing and McDonnell Douglas merged and Boeing went from a engineer led company to a “professional management” led company and the results were not great since you had people who didn’t know squat about building airplanes making decisions that effected the people who did.

overcookedfantasy

One of us needs to go work for AMD and put your theory to the test

Impressive_Order60

His cousin Lisa. She wanted the job and has been doing everything at AMD to make it happen. Ruthless

pineapplekiwipen

it's unlikely but if it happens AMD market cap doubles overnight

73ven3leven

Nvidia is still the dominant leader, even with Jensen Huang out. AMD is a great company, but there is no reason for AMD to shoot this high after last Thursday's low. In fact, there possibly will be another sell off in tech/AI. Most of the buyers surging AMD's share price are retail. Earnings next week for NVDA will be record breaking. Don't believe it will be enough for NVDA to recover, but it may lead to uncertainty to the entire sector.

turribledood

Cool story, and NVIDIA does 8-10x rev at better margins. AMD had been vaporware from a vapor company for a decade now. TPUs will lap the shit out of them.

MoonBoyHodl

What happens when Jensen goes to work with his cuzzo at AMD out of spite

onelifestand101

Do you know how many people told me I was a moron when I bought longterm options calls on AMD, NVDA, TSM etc… in April 2025 because of Trumps big bad tariff war, esp on Reddit. I use it as a gauge to know just how right I usually am.

DancingCow

It's AMD's time to shine! Right? Right guys?

Notorious_Quan

I'm long in AMD since the 100s 💰

GanachePossible3921

Exactly my point. AMD has traded in the past 4 days as if they are receiving market share at the expense of NVDA this is not true at all. They have larger market cap than micron LMAO

Roc1817

He absolutely is, he might have worked with chips at AMD over 30 years ago, but he’s been in an executive leadership role since he founded Nvidia in 1993.  He’s not Tony Stark designing chips Im his executive suite

meikawaii

You don’t understand the semiconductor trade at all then. The reason why AMD commands a price premium is because it’s the only other viable alternative to Nvidia, Intel being 3rd place and hence why Intel is valued a lot less. If you enter the semiconductor AI trade, Nvidia is at the top, AMD is your insurance. When NVIDIA is on fire (like with this unexpected Huang scandal), AMD is the rotation play. Not because AMD is the best but because it’s the only other alternative right now.

gini_lee1003

Yea but Tesla is the leader of EV. AMD isn’t

Freebyrd26

Sounds like an Nvidia bag holder that placed Puts on AMD @ 450 last week.

PassionGlobal

Not really.  The truth is Nvidia got lucky. They made a general purpose AI for use with their cards for computation. AMD was doing the same but Nvidia got to a stable point first. Then a Google researcher figured out a way to use Nvidia cards to do AI stuff. Since CUDA was the only mature such API at the time, Nvidia took the lead there. Huang isn't going to replicate that kind of luck at XAI

DarkHampster

Short AMD, long NVDA. Profit

Anxious-Yard-5948

You could have picked any Musks company that is so obvious... and you pick AMD instead

Auxnbus

AMD

Sure_Bread_5105

AMD moving up as a reaction to recent news is indeed absolutely nonsensical, being detached from the rest of semi movement. However it being overvalued is a wrong statement.

pogo-n-watches

Jensen is a technical founder. He was a distinguished engineer at AMD before starting Nvidia.

htmi13

It’s only up due to rotation from Nvidia. It’s well known when AMD is down, investors are back in Nvidia and when Nvidia is down, they jump to AMD. AMD did nothing special this week, they are the receivers of circumstance.

Cdecar06812

SMCI is not held up by NVIDIA. They produce products that use AMD and other companies!

Money_Lavishness7343

Jensen is indeed a CEO and most likely not as invested in the low level tech nitpicks, but he is not "just a CEO". Do you know who Jensen is? He's not a CEO, he's one of the 3 founders of NVIDIA, and just like the other 2 co-founders, also an electrical engineer. He's not a random MBA graduate. NVIDIA due to him and the other 2 co-founders were the only one, along with ATI (now merged into AMD) that survived.

MaroBoyy_2ss

AMD Dipping.. Puts were the play. INVERSE WSB NEVER FAILS

smartoss

What happens to INTL or AMD when this outage is caused by their server processors?

wammybarnut

It's not really the codebase - the tightly coupled hardware-software interface is what gives CUDA an edge. That and the fact that Nvidia's GPUs greatly outperform AMD GPUs.

-_-0_0-_0

Would be finny if goes to AMD and Su goes to NVIDIA

YTLupo

You guys do know Nvidia holds a MOAT for the most part on who can sell GPU's for AI right? AMD / Intel Driver support for doing so is pretty poor

i8wagyu

it was Intel under Otellini: [https://www.pcgamesn.com/intel/nvidia-buyout-report](https://www.pcgamesn.com/intel/nvidia-buyout-report) The AMD situation happened too.

UpbeatWishbone9825

Is this not just his cousin, Lisa Su, CEO of AMD?

dadchad101

Plot twist: joins AMD

CommanderGO

What do you not understand about NVIDIA being a fabless chip company? Reverse engineering is entirely worthless if you can't replicate the thing you're trying to make. He might have some insight in how TSMC overcame some manufacturing issues, but that's not really going to help China overcome the difficulties of manufacturing advanced chip nodes at scale. If reverse engineering chip design was all the CCP needed to overcome the US and Taiwan in chip manufacturing, Intel should've been able to create GPUs that rival or surpass those of AMD or NVIDIA, Samsung would've overtaken Apple by replicating their chips and improving them, and Malaysia wouldn't have needed TSMC to help them improve their manufacturing processes. My point is that it's not good that Jensen fell for an obvious CCP honeypot, but the national security risk of this affair is overblown. Jensen might be able to understand software systems and chip designs, but that's entirely useless as long as China fails to catch up to Samsung or TSMC to actually produce advanced node chips for AI servers and potentially quantum computers.

GeneSmart2881

AMD probably

nigaraze

Cuda is the dominant layer that AMD to this day can’t get around just because it’s where the fundamentals of PyTorch and primitive ML are founded on. Like it or not Jensen did not luck his way into the AI boom, he saw the foundation of where computing was going and developed a investment that is 10 years +

Boys4Ever

All companies have competitors. Nvidia isn’t special. If it was it would be valued considerably higher and today as money poured out of Nvidia it would have poured into AMD and NVGO and that’s the ones I checked. Didn’t look at Google who might have stolen investor dollars. It’s just a company.

Magjee

It's only available for the PS5 and Xbox Series at launch So he would be playing on AMD hardware

Zestyclose_Plum_8096

it wasnt intel , it was AMD at its opteron peak.

Competitive_Shock783

AMD

Helpful_Program_5473

Yes the most successful founder CEO of all time is an idiot XD. Bro will get snapped up by AMD, Intel or Elon and bring half of nvidia (whom every single employee is a millionaire because of him) with him.

mpmbullet

He should go to AMD; family business

Crashtestdummy87

Maybe his wife already has and is putting it AMD, it seems to have gone up quite a bit

pineapplekiwipen

AMD is the way trust in lisa su

Competitive_Study232

AMD!!!!11

tachyonvelocity

Massive beat and raise on CBRS, went down to previous Series H valuation, due to a bunch of share unlock post-IPO. Forced selling into share unlock like SpaceX, if you bought the day of, you would've made money. Also, "Executives will announce a new relationship with Microsoft, one of the world’s top cloud providers, on a conference call with analysts, Feldman said" CBRS now has technology deals with OpenAI, Amazon AWS, AMD, and now MSFT. Nvidia wanted to buy CBRS, it refused, then basically acquired competitor Groq. Clearly the technology is there, and CBRS is down only due to speculative post-IPO shorts on a share unlock.

AggressiveParty3355

may go to work for his cousin at AMD.

ChloroVstheWorld

AMD just announced Lisa Su as CEO of the year LMFAO