AMD

wrongrobertpatrick

https://preview.redd.it/m6zubmpelu5g1.jpeg?width=1320&format=pjpg&auto=webp&s=2331cc142a54f2e322baaabbebadbd8351300039 Gonna tax harvest 8k tomorrow to free up 40k for AMD, AVAV, NFLX and LEU

Petit_Nicolas1964

AMZN, MU, Nvidia, Microsoft, Google, AMD, Meta, Nebius, Iren, Coreweave.

Dear_Milk9046

$AMD, Meta, Amazon, Rezolve AI, TTD, Elf, and Celh are good plays. What do people think on these?

raruna461

Google, AMD, Meta

SMK_12

Tbh when I first got interested in investing like 10 years the most talked about stocks on here were stocks like AMD, NVDA, AAPL, GOOGL, TSLA, and AMZN. As a broke college kid I bought a tiny bit of each but of course thought I could be a genius day trader so sold instead of just buying and holding. I learned my lessons over the years and ended up doing fine but it’s safe to say Reddit actually was a very good resource. The average person could’ve been buying even modest amounts from that time and would’ve changed their lives if they held.

stickman07738

There is a story behind it. In 1994, I knew nothing about investing but I had a work colleague that would talk incessantly about HON, Larry Bossidy, and their patents; thus, I decide to enroll in the HON DRIP. I started to educate myself as I was beginning my professional career. The Dotcom era started and I was making a lot of money in QCOM and CSCO - all to lose it in late 1999 - early 2000. Lost $300K because I thought I was a "f-ing genius" buying more on dips then BOOM. It taught me slow and steady wins the race. I revised by investment strategy to max out retirement accounts (401K, HSA, Roth IRA) with low cost mutual funds and develop a blue chip portfolio while continue to invest in a couple of DRIPs and some individual stocks make sure I had a strategy to control downside risk as well as capitalize on upside gains. I retired early 12 years ago this Dec 31. I have a hold and forget portfolio that include AMD (cost basis - $2.50/share), LLY ($60), META (FB-$19), BRK.B ($180), GE ($6 pre-reverse-split). My average cost for HON with dividend and spin-off reinvestments is a little over $32. I stopped cash contributing to the DRIP in 2017 but dividends are still invested. My plan is to give it to my heirs at a stepped up cost basis to minimize taxes and they could then sell if they desire. I find it amusing now because what happen to the Internet infrastructure companies (QCOM, CSCO, ORCL) in the late 1990s is replaying itself with the AI boom - where hardware companies are financing the build-out and when equipment sales reach steady state - there will be an earning disappointment and new technology / competitors will catch-up that will cause a drastic decrease in revenue and BOOM. The key is knowing when to get out. Good Luck

Learning-Power

Intel and AMD recently.

Unusual-Pirate5316

All the companies you mentioned did not have the trillions of the Mag7, they did not even have the weight on the indices that the Mag7 have, so in proportion they were technology companies and perhaps even giants, but they were not these global conglomerates that the Mag7 are today. The gap today is wider than ever, there is a gap between the Mag7 and the others, so I feel like saying that the Mag7 have already won. Oracle, Intel, AMD, IBM, have great resonance and are companies of great impact, but they do not have the solid foundations, the fundamentals, the liquidity, the narrative of the Mag7, so I see it unlikely that they will be able to establish themselves, let alone smaller players. Anthropic, OpenAI, they're cool, but will they still exist in 10 years? Maybe. Microsoft, Apple, Meta, Nvidia, Amazon and Google? For me, obviously yes. Tesla? Well if not with machines, with X, xAI and SpaceX, the man behind Tesla is far from disappearing and in 10 years he will still be there.

BobaMuse_

Selling AMD premium is basically printing rent money with extra steps. Clean execution

Echo-Possible

Google will be one winner. There will be many though. Microsoft and Nvidia are backing OpenAI with a combination of deep pockets, users, cloud, and hardware. They need OpenAI to succeed so that Gemini/TPU doesn’t dominate AI. So they will definitely be a successful challenger Google. Anthropic is also backed by Amazon with AWS and Trainium (potential to be as strong contender in ASICs). Google and Microsoft also back Anthropic. As far as researchers go OpenAI and Anthropic have incredibly strong research teams to challenge DeepMind. I don’t believe it will be a winner take all scenario. Model and algorithm advancements proliferate quickly due to how frequently researchers move around between organizations. There’s no moat in models. So it comes down to who compute capacity. Everyone is limited by TSMC wafer capacity and Google TPU will be limited in scale due to demand from Nvidia, AMD, Amazon, Microsoft, Meta.

ATLfalcons27

I had 10k shares of AMD in 2015 but I had to sell it all down to pay my rent because I was making 17 dollars a hours in a city where rent was 1400 at the time

LawlessNJ

I too regretted selling AMD too early. Best was AVGO. Second was GOOG (sold too early but still made 25% in 3 months).

Much_Candle_942

just like nobody liked AMD at $90 and Google at $150 🤪  

cazzipropri

CUDA is no moat. CUDA is an asset, but if you make your own silicon (like Google can) and your own library ecosystem (like Google can, and AMD arguably doesn't have enough manpower to), you don't need CUDA and you don't even want it.

andytobbles

He called ELF, AMD, PLTR, SOFI, and META all at their lows when sentiment was terrible/no where near where it is right now. Stock pickers won’t always get it right but if you avoided his picks then you’ve only missed out these past couple years. And he’s made substantially more than 2 million regardless of what he lost in a market where everyone lost money.

acoolrandomusername

My thinking is that it's true for the long term, since I believe Nvidia and Jensen as so good that I doubt a regular chip manufacturer threatens them. So if anyone is going to do it, then it would be someone doing it differently. That doesn't mean it will happen, but that it could. Who do you think Nvidia's greatest competition is? AMD, OpenAI with their chips project, Amazon, or maybe Huawei, which seems plausible?

acoolrandomusername

Yeah, I don't think Nvidia stands to be too hurt - or hurt at all - at least not in the short term from Google, perhaps not AMD either. Just think it's an interesting dynamic in the long term.

d33p7r0ubl3

Yeah and some of the funds pulled out since they’ve been getting blown up. The AMD 3x inverse fund had to close down after the OpenAI deal

Embarrassed_Tax_3181

AMD has already been selling mi308. Then news is that they can’t sell any other chip besides mi308 for the next 30 months

rali108v5

SOFI then AMD. It was HIMS, but then it corrected too hard.

Stockengineer

Peter Lynch style investing isn't wrong. Look at NFLX, NVDA, or TSLA, AMD, META, MSFT etc if you bought the stuff your peers were using... you'd be up lots.

Tachiiderp

Nvidia did not "rocket" relatively speaking. Smh is up 49% YTD while Nvidia is up 34%. Several other semis names outperformed, AMD, Intel, micron, amat, asml, tsm, to name a few. Not to throw shade at Nvidia, as I own it myself, but it did not beat the semis benchmark.

among_apes

I’ve been holding a bunch of MU for a looong time with a $30 cost basis. Years of feeling sick watching my smaller positions in AMD and NVDA run. MU has finally made me very happy.

teamyg

Bought some AMD around 217.8, the export license to China will give it a boost next week.

trickytrixie303

Interesting development. AMD appears willing to operate within the updated rules, including the 15% fee. It will be worth watching how this impacts the market and U.S.–China chip relations moving forward.

Glittering_Water3645

Went 2x leverage into AMD and GOOGL during the spring dip (50% of my portfolio in these 2 stocks). Whole portfolio up 137% since then. Here in Sweden our interest cost for 2x leverage is 3,59% and no tax on gains so it was worth going against the herd this time. Now I´m just paying down the margin month by month.

Fast_Gap7215

Google AMD ,

AngryGranny1992

Man the nvda and AMD charts look so fucking bad.

Waterknight94

Outside of pennies AMD has done well for me. Saw people calling it advanced money destroyer around $90 and figured I would throw some in.

holmeshj24

Google’s goal is to take, at most 10% of Nividia market share. This news is only bearish for AMD

Crazy_Donkies

Yup. Future growth is baked in. Sold MSFT this week. I'm in next tier down. MU, AVGO, AMD, SMCI, MRVL

breadkittensayy

Reddit is extremely mainstream. It’s only a “hive mind” if you have some predisposed bias to see it that way. Also these kind of posts are always idiotic because it’s so nitpicky. Yeah sure some people on Reddit were saying Netflix was dead but there were also hoards of people saying to buy NVDA, AMD, RKLB, ASTS, ect back in 2019. Those people are all rich now. Almost like Reddit isn’t a monolith of people and there are lots of opinions

TylerrrGG

Just regained some losses on AMD Calls, now only down 3% should i hold and see if i can turn profit or take losses now?

pussinbuuts

reminder that AMD pumped from $160 to $200 by giving openai their shares LMAO

TylerrrGG

shouldn’t AMD pop with the news that they are selling to china again?

gkdjsl

Going to the local Arby's to ugly cry about my AMD calls and order an XXL Apple Pie Shake

Wowmuchrya

AMD 😂😂😂

sandygws

AMD, NVDA both utter shit this past week.

gkdjsl

What stock has the worst price action known to man and why is it AMD

FraserValleyGuy77

AMD bags getting a little lighter

douggilmour93

$AMD # AMD's Lisa Su dismisses AI-bubble talk while it prepares taxed MI308 exports to China [https://www.digitimes.com/news/a20251205PD220/amd-lisa-su-ai-demand.html](https://www.digitimes.com/news/a20251205PD220/amd-lisa-su-ai-demand.html)

Aggravating-Donut568

AMD please let’s see that again

tryptall

Having sold the vast majority of AMD at about $10 a share in 2015 I think I'm mostly over fomo on taking a good profit, and not an obscenely large profit. I'm a fairly cautious investor, which is why in general I avoid options. That being said cc seem to be about my level of risk .

PoopyisSmelly

In typical Chinese fashion, they cant build anything on their own. Company was basically funded with government subsidies and loans and backed by their state owned VC firm in Beijing, even their employees were poached from US companies like NVDA and AMD. I bet their chips are cheap copies of other companies chips. Junk

TheRedditModsSuck

I bought all of those this year – GOOGL at ~150, RDDT at ~50, and AMD at ~80. My other greens are TMO at ~425 and UNH at 295. My only red is ADBE at 336.

Glittering_Water3645

I'm bullish on META, amazon, alphabet, AMD, TSM, nvidia, micron and ASML among others I'm bearish on oracle, nebius, coreweave, tesla, palantir and apple I'm neutral on broadcom and microsoft (mainly because of valuations relative estimated growth). Does it mean I will be correct? Absolutely not. But I invest where I believe the positive cash flows will be going and valuations relative to future earnings make sense.

AbrocomaNegative825

Every now and then i look back at that dude who gained 700k on AMD and wonder what it must have felt like to wake up that day and see it for the first time. I dont think any drug in the world could accurately immitate such a feeling. What im saying is, we may never get to feel what he felt in that moment.

thickmartian

Can you find one thing that's declining in Google's business ? Search revenue growing, they're leading AI and robotaxis, they have a growing cloud offering, they're starting to take some (tiny still) market share from Nvidia/AMD, they seem to be at the edge of quantum technology ... I mean ... I'm not sure why the stock would be declining? When its search business was under attack, sure, that's a big risk but they definitely turned it around so ... Now it's going up, I don't think this is surprising many people.

ZacTheBlob

I literally saw comments like these all the time when I got in in 2021 at $30 split-adjusted. "Nvidia went up 10x in 4 years. Sell now, or you'll be bagholding to $5." Y'all never learn, lol. Ironically, they called AMD and google TPUs the Nvidia killer back then too, it's hilarious how nothing has changed. It's still the exact same bear script now.

ButterscotchFeeling9

I ran this word salad through Claude. Core Thesis: The author believes NVDA (and AMD/TSM) are massively undervalued, predicting NVDA should be at $215-225/share (vs current ~$140s) due to next-gen GPU technology being years ahead of supporting hardware. Key Arguments: - Fractal "W" Pattern Theory - Stock movements follow repeating wave patterns at all time scales, with 8-10% swings driven by retail panic and larger moves requiring top 1% holders to act - NVDA is Artificially Suppressed - Big institutional investors are keeping prices low to accumulate shares before "letting it rip to the sky" - Hardware Is Way Ahead of Infrastructure - RTX 5090 GPUs are bottlenecked by motherboards, CPUs, and power delivery that can't keep up with their capabilities (GPU memory: 2176GB/s vs PCIe connection: 53GB/s) - Inevitable Tech Refresh Coming - Entire PC ecosystem needs redesign to utilize existing chip power, creating massive demand for NVDA/AMD/TSMC products - Trifecta" Play - NVDA (design), AMD (competition), and TSMC (manufacturing) form an unbeatable combination positioned for a "jaw-dropping" rally Bottom Line: After 900+ hours of hardware testing/research, the author believes we're on the cusp of a new tech era where these three stocks will lead a "long-term rally" as software finally catches up to already-existing hardware capabilities. Note: This is highly speculative retail investor analysis with unconventional technical theories.

Mountain-Office1177

Everything is detailed in this. [https://docs.google.com/document/d/e/2PACX-1vSxe0L7hdD9aZbIVqi3wBIm-M1KwoYEII-7rVYd5521A4cyjQVBBR6PTkiRCPwwVfwTtGNopVMVFfMz/pub](https://docs.google.com/document/d/e/2PACX-1vSxe0L7hdD9aZbIVqi3wBIm-M1KwoYEII-7rVYd5521A4cyjQVBBR6PTkiRCPwwVfwTtGNopVMVFfMz/pub) TLDR : Just buy AMD NVDA and TSM until you're out of money\* \*not stock advice.

uebersoldat

If I'm day trading, 2% is usually enough to get me to sell. Slow and steady wins the race. My longs though I hold on to a fault :\ (AMD)

Mustatan

That's kind of confirmational bias though. The huge majority of companies with PE ratio beyond a sensible range of even 5-15 that makes mathematical sense, they went then they crashed and burned afterward, so investors were smart if they got out. Even for growth stocks or tech stocks, the huge majority of them don't pan out or even if they do, they don't maintain anything close to with those kinds or profits. Most of the stocks in the AI bubble don't even have any way of coming close to profitability to meet their initial costs, including PLTR. And TSLA has no even remote realistic way to gain enough profit to meet a PE of 300, they're not even the top EV seller anymore, with the how BYD has gotten the top. (And soon VW's group and even Geely may surpass in EV's) Declining revenue and profit, now they even lost the carbon credits. And all the robotics, AI, FSD, flying cars, quantum whatever talk is pure speculation, and already other companies in that other space. So the valuation is stupid unrealistic, even with the most generous assumptions. Even Nvidia's valuation at a PE of 50-60 is bonkers and it's not near as bad as Tesla. The AI bubble is bad too and they're using circular based deals like ni a Ponzi scheme to sell GPU's but the market and investment returns not there. And now already more competition, not just Samsung or AMD, but TPU's, and now a bunch of new companies in China and even Europe making their own GPU's so they can't keep that price range. It's just TSLA PE and valuation is so extreme that they, and Palantir are in a special class of meme stock dumb. And saying "the market is future looking" is just more nonsense, someone can make that claim for literally any company inventing talking unicorns tomorrow and claim some unclear point in the future. The point is Tesla is not a new company, they've had years to show themselves and in the past few years and last 2 years especially, they've actually been underperforming and no longer even a growth company. With no realistic way of even dominating their own EV market anymore much less selling enough cars at enough profit to back up a PE that crazy high. The fact their stock market valuation is more than the top-selling 10 car companies combined, more than the EV leader (BYD), more than Toyota, VW or BMW that sell and actually profitable (including hybrids and EV's). To the rest of the world, this just shows the US stock market has gotten dangerously corrupt and full of dangerous speculation, just like in 1929 but worse now with the level of bad money out there. Fed policy, all that loose money in Covid helped caused a lot of this.

Wandering_trader99

I only started tracking my buys about 6 months ago but in those 6 months had a few that went really well... AMD(+85%) , GOOG(+98%), FSLR(+80%), ASML(+63%) , VIST(+40%) , SEZL(28%) , ADMA(29%) to name a few... However... 2 of my picks went badly lol: CMG(-25%) , TTD( -20%) (I have to be honest and show my losing picks too, its not always sunshine haha. Study your bad picks as much if not MORE than your wins as you can often learn a lot more from them)

IG_Triple_OG

GOOGL and AMD for both a 90%+ gain since April-may lows

gkdjsl

I'm in a loveless marriage with AMD

knobcheez

AMD. Bought at 130ish, sold at 253.

AJDillonsThirdLeg

How did you lose money on NVDA, AMD, TSLA over the past 2.5 years. The worst performer of those is up 80% in that timeframe.

Roxorek

AMZN gonna be like AMD and GOOGL gonna frustrate everyone for 12-18 months then magically moon 50-100% in few months

raruna461

Google and AMD

sf94134

google. Recently bought UMAC (NDAA compliant drone parts manufacturer) and plan to hold through 2026/2027 since US defense spending more on drones. Like you I sold AMD too early.

HotTruth999

Robinhood, Reddit, Lemonade, Cloudflare, AMD, Mongo.

TheoryInttro

Oh come, on, AMD and Google are red and TSLA is green? What even is this?

Ithinktoodeep55

GOOGL - Bought a alot around 150 in april, up 90% SOFI - Caught the April dip at around 9/share to lower my cost basis to around 11.8 share, up 145% AMD - Similar to SOFI, caught the April dip around 85-90 a share to lower cost basis to 120, up 80% these positions are about 40% of my porfolio so it has really helped 2025

ThouOne

Feb Meta calls printing, Mar NBIS calls printing, only calls left are my Feb AMD calls and they’re currently at break even. Hopefully $260 comes soon.

gkdjsl

2033. There are daily rolling blackouts in non-HCOL areas to accommodate data center power needs. Black market RAM fetches $5k for 64 GB. OpenAI announces its plan to take a 25% stake in the Hoover Dam once it IPOs. AMD's market cap is still less than 0.5T.

Cobra25k

AMD, ASML, GOOG have been my biggest winners.

jeffynihao

So let's be real. Do you guys really think OpenAI-NVDA-ORCL-AMD-IREN-NBIS circle jerk can take on the king GOOG or even BABA and deepseek?

Longjumping-Yam-6233

AMD.

Arigonium

Biggest gain AMD. Biggest regret selling NVIDIA back when it was at year start levels after Liberation Day.

uceenk

AMD

lonelysocial

GOOG was my biggest winner this year. Sold early on AMD and ASML My next high conviction plays for first semester of 2026 are PGY and MDAI

markhalliday8

He asked what my best investment was. AMD is up 80 percent year to date.

Abject-Cicada8648

$AMD, $RGTI, $QBTS, $GOOG have been my winners. Am still holding AMD and Google shares. It’s been a tremendous year, overall. Biggest mistakes - selling Tesla at $300. Selling $NIO at $3.50, a week later it shot up by 40%. My plan…to buy some Amazon.

ComfortablePiglet842

So GOOG was last months hot stock. This month it’s Tesla. Don’t throw all your money into GOOG thinking it’s just gonna keep printing like crazy cause it’s not. The insane surge is over and the quicker you accept that there’s a new king the better it’ll be for your port. There’s always a new king 👑 and ports get destroyed by not realizing that an insane run is over. There’s still idiots out there buying AMD calls thinking it’s still the king.

studiousmaximus

CAPR, RKLB, GOOG, AMD, PLTR, and NET have carried my portfolio hard. - CAPR just popped 300% in one day due to good testing results - got in early on RKLB and think it still has 5x to grow. will probably continue accruing! - GOOG seemed underpriced for me for a long-ass time so have been loading up steadily - it feels good to be right - have been long AMD for years & it’s now one of my biggest holdings thanks to the run - PLTR bag holder since the IPO. only have 40% of my shares left (took profits) and can’t believe they’re up nearly 700% - NET has been an amazing stock, up over 140% did pretty well with RDDT and META as well. heavy tech bias has paid off this year 😅 but i’m scared

Buff_me_plz

Google, AMD, ASTS, plug all up between 100% and 200%

hebel1337

please post this for Tesla or Nvidia or AMD

1gnominious

No clue about enterprise but on the consumer side they have royally fucked up. 13th and 14th gen cpus both had the microcode problem that damaged a lot of hardware. My 14700 is much worse than when it was out of the box. I'm now running it permanently undervolted to keep it somewhat stable. I've been buying intel for the past 30 years but my next rig is going to be AMD. If they managed to lose me they're pretty fucked. They've simply been getting beat by AMD in reliability, price, and performance.

cphpc

Bought AMD, NVDA and TSM all on the same day in January. Guess there was a dip.

Ridi9t

Biggest regret selling Micron too early. Biggest gain AMD 🤣

markhalliday8

Google, AMD, Sofi, Reddit

NoumenaStandard

AI is hungry for more GB per unit. The reason isn't just "larger models." It's to reduce the "communication tax." If a model fits entirely on one GPU's memory (or fewer GPUs), it runs drastically faster because it doesn't have to waste time talking to other chips over cables. * 2025: HBM3/HBM3E **80GB to 192GB** * 2026: HBM4, capacities will effectively triple. * Nvidia Rubin (R100): Expected to feature **288GB – 512GB** of memory per chip. * AMD Instinct MI400: Forecasts suggest it could pack \~**432GB** per GPU. * 2027: HBM4e * "Ultra" Variants: We are likely to see single AI units with **1TB (1024GB)** of high-speed memory. * 2030: ? >2TB? * "Unified Memory" becomes standard; RAM/VRAM distinction blurs.

WingWorried6176

AMD is gonna own the gaming industry

Siks10

No, NVDA would not go to zero. AAPL would suffer the most. AMD, INTC, and some others would be suffering as much as NVDA. TSMC would continue as a major manufacturer one way or another I can assure you $5 puts won't print

oldprecision

Micron no longer needs plebs to support them, will AMD be next?

magamaha2028

Not bullish. AMD isn’t even competitive right now, and if real AI providers like Google and Amazon start making their own chips, it is dead in the dust. 2026 is also when we expect the Oracle circular investment with OpenAI to crap out.

modder9

Just say AMD

Bannedfrompopeyes

I’m not saying AI is gold but it’s what the world is actively pouring their money into rn. The companies selling the shovels to the gold rush interest me more than the AI itself. NVDA, AMD, TSMC, etc.

_PastelWish

Portfolio so bloody it should come with a content warning. At least AMD is giving you one green heartbeat

_MiraBloom_

TSLA really speedran your entire portfolio into a crime scene. AMD out here fighting for its life

Purr_Luna

This isn’t a watchlist, it’s a crime scene. AMD the only survivor holding on for dear life

dub_soda

AMD has a market cap less than 10% of NVDA’s and they are just getting started in the new consume all the electricity in the world so we can have sext bots sector. The monopoly won’t last forever

LymelightTO

> A single analyst predicted that. Correct me if I’m wrong but Apple moved away from Intel for their own branded chipset, yes? Apple moved away from reliance on Intel's *design* arm, but the problem Intel has is that it needs customers for its foundry business, which is a functionally independent business unit now, that seeks to fabricate other company's designs, without sharing IP to their own design business. Intel's design business is like AMD, and IFS is like TSMC. Apple is (rumored to be) becoming a customer of IFS, which will fabricate the chips that Apple designs. Generally speaking, it's good for everyone here but TSMC. Apple will test to see how working with IFS is, and open up a pathway to relying on them for more, better, chips in the future, which will allow them to either negotiate down TSMC on pricing, or switch from them.

3xshortURmom

NVIDIA’s Rubin platform is set to launch in 2026 and will redefine ai computing by enabling million-token context windows, generative video, and agentic ai which will further cement NVIDIA’s leadership in training and inference while expanding its reach into next-gen applications. Rubin will reshape the ai landscape with a massive leap in ai performance. Rubin context processing extension (CPX) is built for massive context inference and enables models to process million-token sequences which is game changer for code generation (such as full software systems), generative video, and agentic ai (utilizing multi-step reasoning and planning). The NVL144 CPX platform delivers 8 exaflops of ai performance and 100TB of fast memory per rack dwarfing current Blackwell capabilities. Nvidia’s annual chip cadence means relentless innovation. Rubin is part of NVIDIA’s new annual release cycle, with Rubin Ultra slated for 2027 and Feynman in 2028. This cadence pressures competitors (like AMD, Google, and Amazon) to match NVIDIA’s pace in both hardware and software evolution. Will they keep up? No. They won’t. Nvidia is expanding beyond data centers. Rubin is designed not just for hyperscaler training, but also for sovereign ai infrastructure (national scale deployments), enterprise ai factories (like custom LLMs and vertical ai) and Nvidia is working on edge inference at scale (via modular Rubin variants). The economic impact of this is a trillion dollar ai boom. J Huang projects that agentic ai will require 100x more compute than previously forecasted. Rubin’s efficiency and scale could unlock $5B in token revenue per $100M invested in infrastructure. Nvidia has a strategic moat based on software and systems. Rubin is tightly integrated with CUDA and TensorRT for developer lock-in as well as NeMo and DGX Cloud for enterprise ai deployment with NVLink and InfiniBand for ultra-fast interconnects. Nvidia’s full-stack approach an unmatched platform with multiple next gen chips in the works. The conclusion that matters is that Rubin will extend NVIDIA’s already superior lead. Don’t let the hype and news shake you (or deter you) from the clear winner. While Google and Amazon are gaining ground in specific inference uses, Rubin will reinforce NVIDIA’s dominance in training frontier models, high-context inference and ai infrastructure at national and enterprise scale. Let’s also not forget who is destined to get the lion’s share of international contracts also.

3xshortURmom

Regarding Google and Amazon Custom AI Chips TPUs (v5e, v6) are optimized for training and inference and are tightly integrated with Google Cloud. Trainium3 (training) and Inferentia2 (inference) offer high performance at lower cost and energy. TPUs are native to Google Cloud’s Vertex AI, enabling seamless scaling for LLMs. AWS is the largest cloud provider. Trainium3 is embedded in UltraServer systems for enterprise AI. TPUs are often cheaper and more power-efficient than general-purpose GPUs. Trainium3 uses 40% less energy and delivers 4x the performance of its predecessor. But Google designs chips for its own AI workloads (like Search, Bard, YouTube). And Amazon uses its chips to power Alexa, AWS services, and internal LLMs. With that said, NVIDIA still controls 80–90% of the AI training chip market, but custom ASICs are growing faster. There obviously is some hyperscaler defection risk. Meta, Google, Amazon, and Microsoft are all designing in-house chips to reduce reliance on NVIDIA. Meta is testing Google’s TPUs for future workloads. But they can’t replace their reliance on Nvidia anytime soon. NVIDIA’s GPUs can sometimes be considered overkill for some specific inference tasks. Meaning they are more powerful than a specific task may require. Amazon’s Inferentia2 and Google’s TPUs can offer cheaper, more efficient alternatives for some very specific production-scale inference. As hyperscalers shift to in-house chips, NVIDIA may face pricing pressure and reduced volume in its highest-margin segment. Yet NVIDIA Still Leads. CUDA Ecosystem Lock-in makes it difficult to switch. Developers are deeply entrenched in NVIDIA’s software stack, making switching costly. Nvidia has substantial performance leadership. Blackwell GPUs remain the gold standard for training frontier models. Nvidia is also working in the next gen Rubin line that will be released in 2026 which will make a clear statement of continued dominance. Nvidia has full-stack AI Infrastructure. NVIDIA offers not just chips, but networking (NVLink, InfiniBand), systems (DGX), and software (TensorRT, NeMo). So, outlook? Some fragmentation, but not outright replacement Hyperscalers would love to produce everything NVDA does in-house and maintain quality standards but they simply can’t and therefore won’t replace NVIDIA, but they will carve out share in specific domains (like inference, internal workloads). NVIDIA’s biggest risk is losing hyperscaler loyalty, not because of inferior tech, but because of cost, control, and vertical integration. But these are problems that can be resolved. By 2028, NVIDIA is projected to lose some AI chip market share to custom ASICs from Google, Amazon, and others but it will remain the dominant player in training workloads. Regarding AI Chip Market Share Projections (thru 2028) NVIDIA will still have appx 80% (training), 60% (overall). Still dominant in training but loses some inference share to ASICs. Google (TPU) appx 5–7%. TPU production could reach 7M units by 2028. Amazon (Trainium/Inferentia) appx 3–5%. Gains in inference, especially within AWS. AMD appx 5% - 10% MI300X adoption grows, especially in cloud and HPC. Intel (Gaudi) <3%. Gains traction in cost-sensitive enterprise AI. Others (startups, China) appx 10%. Includes Hailo, Tenstorrent, Huawei Ascend, and domestic Chinese players. En resumen… by and far NVIDIA Still Leads CUDA ecosystem lock in creates a moat. Developers and enterprises are deeply embedded in NVIDIA’s software stack. Blackwell and its successors remain the gold standard for training frontier models. This is training dominance. Full-stack integration from chips to networking (NVLink, InfiniBand) to software (TensorRT, NeMo), NVIDIA offers unmatched vertical depth. Fin

True_Veterinarian443

Unveiling AMD https://www.reddit.com/r/StockMonitoring/s/dsvOb3xzru

True_Veterinarian443

Unveiling AMD https://www.reddit.com/r/StockMonitoring/s/dsvOb3xzru

True_Veterinarian443

Unveiling AMD https://www.reddit.com/r/StockMonitoring/s/dsvOb3xzru

True_Veterinarian443

Unveiling AMD https://www.reddit.com/r/StockMonitoring/s/dsvOb3xzru