AMD

Harucifer

>When it comes to CPU AMD has no equal in datacenter. Lol they can't hold a candle to Intel's cost-effectiveness.

Beneficial-Ferret479

So, in a nutshell, it's limited to the "all AI ship story" leaving both NVDA and AMD to be more diverse in their capabilities to run *more* processes in data. And this massive chip be really fast, \*but it is specific to a certain part of AI.\* As you wrote.

noiserr

Nvidia has the early mover advantage but AMD is surpassing Nvidia with the upcoming product. mi450 has 12 HBM stacks while Rubin has 8. This gives AMD 50% more memory capacity and 50% more bandwidth all else being equal. mi450 is also on the most advanced (2nm) node while Rubin is on the 3nm node. That's a significant advantage in perf/watt. This is all public information you can verify. AMD has the best CPU and the best GPU starting in Q3.

L1ME626

🤣🤣sorry bud but nvidia has most powerful gpus and AI stack. Amd doesnt even come close . AMD is that second option you go when u cannot get amd chips or asics. You just gotta buy that garbage which nobody likes to use

noiserr

The most bearish AMD analysts Stacy Rasgon from Bernstein models AMD will earn $76B next year.

noiserr

Nvidia doesn't even have the 2nd best datacenter CPU, that's Intel which is why Nvidia is partnering with them. AMD has the #1 datacenter CPU.

Premium_Lover

You clearly weren't around in 2021. People were completely writing off NVDA in favor of AMD. The outlook has completely changed in a half decade.

noiserr

AVGO is being replaced by Marvell and MediaTek. They have zero moat. The ASICs are also behind GPUs in terms of overall tech. mi450x for instance has 12 HBM4 stacks. When you have beefy AI GPUs like mi450x this lowers networking overhead and improves efficiency. And AMD has by far the most aggressive roadmap here.

Beneficial-Ferret479

Yeah! NVDA buying A1 sauce company would be like AMD buying a potato chip company??

noiserr

Let's suppose that's true. Even though the same was said about Grace and engineers hate Grace for its lackluster performance. You are talking about head nodes. Which are 1:8 or 1:4 in terms of the CPU:GPU split. However the compute needs are shifting to 1:1 or perhaps even in favor of CPU over GPU, over Agentic AI CPU demand. You need strong CPUs to be able to execute and build all the tools AI agents are working on. And this is the big CPU growth vector. AMD has no competition here.

Cav829

I think you made the right call. I don't want to get too snooty into the whole trading vs. investing thing, but it's one of those things I'm okay with trading it. I'm less okay investing at anywhere even close to where these stocks are at now. This is too much throwing tens of billions at everyone because of the mere possibility some of them might be the next Nvidia/AMD. I get it. People are starting to get CPUs become more important under agentic AI. But it's like the carpet bomb approach to how they're throwing money at it.

LordMohid

Did you even understand what I was talking about? Its not like Meta automatically gets 10% AMD stake as soon as $AMD hits $600. What does that got to do with Meta being rich? Venice shipments are necessary and no amount of money will get them before release day. Man I am actively losing braincells explaining basic concepts to you here

Resident_Window_9369

AMD already is over 500 pre market trading.

klowup72

Nokia's new AI networking lab and Nvidia's $1B stake fuel a 126% stock rally, positioning the telecom giant as a European AI infrastructure leader. The opening of Nokia's AI Networking Innovation Laboratory in Sunnyvale, California, on May 21 sent the stock up 4.1% that day alone — but it was just the latest spark in a rally that has already carried the shares more than 126% higher since the start of 2026. At €12.63, the stock now sits at a new 52-week high, more than triple the August 2025 trough of €3.49. What once looked like a beaten-down telecom equipment maker has been reborn as a European proxy for the artificial intelligence infrastructure buildout. The laboratory itself is a statement of intent. Nokia will use the facility to test and validate network architectures purpose-built for AI data centers, partnering with AMD, Lenovo, Supermicro and five other technology companies. The focus is on high-speed optical connections capable of handling the enormous data flows inside modern AI clusters. This is not a research sideshow — it builds directly on the modular optical networking approach Nokia showcased at the OFC 2026 conference, where it unveiled 3.2T coherent-lite and 2.4T coherent-pluggable modules. Those components are exactly what next-generation data centers need to keep bandwidth bottlenecks from throttling AI workloads. The most dramatic catalyst, however, came from an unlikely source. In October 2025, Nvidia acquired Nokia shares worth $1 billion, instantly turning the Finnish company into the market's favored European AI infrastructure play. The thesis has since been validated by the numbers: Nokia's first-quarter 2026 revenue from AI and cloud customers jumped 49% from a year earlier. That segment still represents only about 8% of total sales, but it is driving a wholesale revaluation of the entire enterprise. The broader market backdrop is helping — the STOXX Europe Semiconductors Index has gained 84% year to date, and analysts estimate the global AI infrastructure market could grow to $3 trillion to $4 trillion annually by 2030. Nokia is also weaving itself into defense networks. In early May, Nokia Federal Solutions teamed up with Lockheed Martin to unveil a modular 5G solution for U.S. and allied military forces. The system integrates Nokia's technology into the military C5ISR framework, building on a cooperation agreement struck in 2025. On the civilian side, the company plans to invest up to €1 billion this year in fiber optic networks to meet rising demand for high-capacity fixed infrastructure. The financial results provide a solid foundation for the narrative. Nokia posted earnings per share of €0.05 in the first quarter on revenue of €4.5 billion, up 4% year over year. Management has guided for sequential revenue growth of 5% to 9% in the second quarter and set a full-year operating profit target of €2.0 billion to €2.5 billion. The quarterly dividend stands at $0.04682 per share. Analysts are scrambling to catch up. Argus upgraded the stock to Buy with a $15 target, while CFRA also went to Buy and set the bar at $16. Bank of America and Nordea have raised their assessments as well, and Goldman Sachs moved its rating from Sell to Neutral. The consensus on MarketBeat is now a "Moderate Buy," built on 12 buy recommendations, four neutral calls and two sells. Even so, the average analyst price target of $9.71 sits well below the current trading level — a sign that many on the Street have not yet fully priced in the rally. Short sellers have taken the hint. By the end of April, short interest had fallen 2.3% to roughly 66.7 million shares, or about 1.16% of the float. The retreat is understandable: betting against a stock that has more than tripled in nine months is a losing game. The next major test comes with the second-quarter earnings report, which will show whether Nokia can deliver the sequential growth it has promised. If it does, the analysts still playing catch-up may finally have to raise their sights

guggi_

So AMD or NVDA calls?

klowup72

Nokia's new AI networking lab and Nvidia's $1B stake fuel a 126% stock rally, positioning the telecom giant as a European AI infrastructure leader. The opening of Nokia's AI Networking Innovation Laboratory in Sunnyvale, California, on May 21 sent the stock up 4.1% that day alone — but it was just the latest spark in a rally that has already carried the shares more than 126% higher since the start of 2026. At €12.63, the stock now sits at a new 52-week high, more than triple the August 2025 trough of €3.49. What once looked like a beaten-down telecom equipment maker has been reborn as a European proxy for the artificial intelligence infrastructure buildout. The laboratory itself is a statement of intent. Nokia will use the facility to test and validate network architectures purpose-built for AI data centers, partnering with AMD, Lenovo, Supermicro and five other technology companies. The focus is on high-speed optical connections capable of handling the enormous data flows inside modern AI clusters. This is not a research sideshow — it builds directly on the modular optical networking approach Nokia showcased at the OFC 2026 conference, where it unveiled 3.2T coherent-lite and 2.4T coherent-pluggable modules. Those components are exactly what next-generation data centers need to keep bandwidth bottlenecks from throttling AI workloads. The most dramatic catalyst, however, came from an unlikely source. In October 2025, Nvidia acquired Nokia shares worth $1 billion, instantly turning the Finnish company into the market's favored European AI infrastructure play. The thesis has since been validated by the numbers: Nokia's first-quarter 2026 revenue from AI and cloud customers jumped 49% from a year earlier. That segment still represents only about 8% of total sales, but it is driving a wholesale revaluation of the entire enterprise. The broader market backdrop is helping — the STOXX Europe Semiconductors Index has gained 84% year to date, and analysts estimate the global AI infrastructure market could grow to $3 trillion to $4 trillion annually by 2030. Nokia is also weaving itself into defense networks. In early May, Nokia Federal Solutions teamed up with Lockheed Martin to unveil a modular 5G solution for U.S. and allied military forces. The system integrates Nokia's technology into the military C5ISR framework, building on a cooperation agreement struck in 2025. On the civilian side, the company plans to invest up to €1 billion this year in fiber optic networks to meet rising demand for high-capacity fixed infrastructure. The financial results provide a solid foundation for the narrative. Nokia posted earnings per share of €0.05 in the first quarter on revenue of €4.5 billion, up 4% year over year. Management has guided for sequential revenue growth of 5% to 9% in the second quarter and set a full-year operating profit target of €2.0 billion to €2.5 billion. The quarterly dividend stands at $0.04682 per share. Analysts are scrambling to catch up. Argus upgraded the stock to Buy with a $15 target, while CFRA also went to Buy and set the bar at $16. Bank of America and Nordea have raised their assessments as well, and Goldman Sachs moved its rating from Sell to Neutral. The consensus on MarketBeat is now a "Moderate Buy," built on 12 buy recommendations, four neutral calls and two sells. Even so, the average analyst price target of $9.71 sits well below the current trading level — a sign that many on the Street have not yet fully priced in the rally. Short sellers have taken the hint. By the end of April, short interest had fallen 2.3% to roughly 66.7 million shares, or about 1.16% of the float. The retreat is understandable: betting against a stock that has more than tripled in nine months is a losing game. The next major test comes with the second-quarter earnings report, which will show whether Nokia can deliver the sequential growth it has promised. If it does, the analysts still playing catch-up may finally have to raise their sights

LordMohid

Well not just by hitting 600, Meta needs to purchase set amount of chips from AMD too. Same with OpenAI deal. Hitting 600 is just ticking off one out of many conditions for the 10% stake

Agile-Character-4086

Doubt it AMD is at a all time high and so is RGTi

Agile-Character-4086

I’m glad I put my life savings on AMD and rgti puts. I’m broke right now but only for a whilr

Agile-Character-4086

My rgti and AMD puts are safe after all. Iran not following through with negotiations lets goooo im about to be a rich man

AKNJ907

If the US lets China go after Taiwan AMD and INTC will double. What are the odds of that?

G04UG

1000? Can NOT put a value on AMD now. Probably it will correct a bit when it got close to 5T Market cap.

milkywaygalaxy71

Based on the momentum this AI/chip companies are seeing currently, there’s a strong chance this continues for a good chunk of time Pullbacks are absolutely not allowed Micron, Intel, AMD, Arm, Qcom all make 5-10% days on a regular basis nowadays like it’s nothing If they pullback more than 2%, they get instantly bought

JoocePop

what is the next MU AMD

RunsaberSR

Spy to 1000 CHPY to 1000 AMD to 1000 Rklb to 1000 Tqqq? 1000. By open.

graciesoldman

I have that same story with MSFT, AMD, Qualcom, and a few others. Could have had a fleet of helicopters...lunch with Warren and Elon. Oh well...I have my health and enough to be very comfortable.

Junesathon

Follow QQC.TO , MU.NE , AMD.NE , NVDA.NE. They going up on the CAD market right now

jcpopm

I mean that's not really a bull argument, and also not applicable since this rally began as the dollar has strengthened through it, but sure. That doesn't really allow for AMD to have a forward P/E ratio of 150+, though.

jcpopm

If a company grows earnings by 15% and you then grow the stock by 100% in a month... that's the problem. The argument of "earnings are growing since the stock goes up an infinite arbitrary number" is why this is so dangerous. Have you taken a peek at the P/E of AMD or INTC recently? How many decades before they grow into that?

Gamer6322

MCHP for me. MU is a a bit too high. AMD and NVDA are too high too

stayhandsome

Nobody cares about semis during Covid. AMD is known as advance money destroyer and Nvidia moved but not very much. Spacs, weeds, bb/nok/amc/tsla/gamestonk and gourds were the flavours of the town. I still have CRSR (80% loss) and TLRY (98.8% loss) from those times. I also have LAZR but that went bust recently. Kept them just to remind myself those stupid times chasing the next big move.

dagamer34

Their collab with AMD sounds similar. 

boofpack123

Oh. Im still bullish AMD but i just dont think they will ever get close to NVDA in the long term. I bought AMD during tariff crash at $119 avg, got out in the $430s. kinda regret bc i can see it climbing to $600+ but i just cant wait rn due to personal life circumstances.

maeynor

The AI buildout was almost entirely a GPU story with training frontier models requiring the kind of massive compute that Nvidia owns, which is why their market cap exploded. But the mix is shifting. As AI moves from training into agentic architectures (systems using multiple models, memory, tool calls, etc) the compute profile looks a lot more CPU friendly. That change in the GPU/CPU ratio in data center spend has a ways to go. That’s where AMD is attractive. Their CPUs have been quietly taking server share from Intel, so they’re positioned well in the segment that’s growing in relevance. The mistake is framing the AMD vs. Nvidia question as a direct comparison. AMD doesn’t need to beat Nvidia at GPUs. If the market AMD competes in effectively gets larger relative to the one it doesn’t dominate, the gap in their valuations naturally shrinks. It’s a different and more credible bull case than just hoping their GPU selling catches up, which it won’t probably.

Dopamineagonist21

Had you put that 50k in NVdia or AMD….. lol

boofpack123

Yes. but do you realize the cost difference between the 2? you must ask yourself does AMD deserve to be 20% of NVDA? does AMD CPU offer 20% technical performance added value compared to GPU? I think 20% sounds exactly where AMD should be.

maeynor

You realize the 8-1 ratio is now more like 1-1 and that’s a primary reason why AMD has skyrocketed? That might even start to go the other way as agentic takes over

Choice_Potato_6279

Grab a loan for another $100k and yolo it into AMD calls, will make it up in one month.

VizzleG

Leadership was ousted 3 years ago to facilitate the transition to a profitable software company. Now they’re a cashflow machine and growing, with moonshot potential with Physical AI (robotics) about to take off and partnerships with every silicon provider (AMD, Nvidia, Intel, Motorola, atc) I their quiver.

clonxy

For desktop and laptop PC's AMD has NOT been king over Intel for more than a decade. They really started taking over when Ryzen CPU's were released.

stonk_monk42069

This guy really is stuck in 2022 still and thinks a "chip" is what matters. What matters is the datacenter. Nvidia builds datacenters while AMD build chips. AMD isn't even close.

Smaxter84

2007 is 9 years before 2016 though isn't it. And AMD had a similar software environment before all this AI nonsense even first appeared. But sure, 5.5Tn GPU company makes complete sense.

Left-Signature-5250

AMD $550

Beginning_Many8089

24 RGTI and 450 AMD expires

ChopSueyMusubi

>If you ever built a computer from scratch, you would know that AMD CPU chips have been king over Intel for more than a decade now. Stopped reading after the first sentence. If you can't even get simple facts like this straight, then I have zero confidence in the rest of the post. AMD didn't really start challenging Intel until Zen 2, which came out in 2019. Even then, it was just being competitive and nowhere close to being a slam dunk win. Zen 3, which came out at the end of 2020, was where they picked up decent momentum.

benroon

AMD just bought me a new car!! Love them

Resident_Window_9369

AMD is gonna fly Tuesday!!!!! B

Time-Recording2806

ARM architecture is the equalizer; it’s something Nvidia and AMD are both trying to incorporate more. It crushes X86- Helios is their ARM implementation but we shall see; either way they’re licensing ARM patents for design.

dominic_l

GPU is only one aspect of NVDA dominance. theyre building a whole cloud computing and networking exosysytem around their product. NVDA has simply transcended the game. AMD is the dirt under NVDAs fingernails

TheDeliriousNicholas

I’m a AMD bull, but there’s no way AMD will be ahead of Nvidia in terms of market cap. Even if there is a 1:1 ratio between CPU and GPU for agentic AI usage, server CPU is significantly cheaper than GPU.

Inst_Sock_Sales_Rep

Thank You AMD bers for your service 

AbiesOwn5428

I don't think even AMD CEO believes this. She missed the train a long time ago.

noiserr

AMD has a true chiplet architecture where it's able to separate and 3D stack IO / SRAM and compute. Nvidia takes two large monolithic dies and glues them together. AMD is years ahead in chiplets. AI writes GPU kernels than humans do. Besides CUDA moat has done nothing to keep Broadcom away which have even less of a software stack than AMD.

noiserr

> AMD has the consumer mindshare but that's about it. AMD's true strength is actually in datacenter. They have been consistently eating Intel's lunch in DC and they are now the #1 DC CPU maker by revenue.

Man1ckIsHigh

Yea. That further solidifies my point. Not sure why these guys think AMD cpus were super popular for gaming PCs 10+ years ago

noiserr

Broadcom is 3 times the market cap of AMD. And AMD has both the GPU and CPU which will be better than anything Broadcom makes. Not priced in.

Academic-Daikon-8086

Amd tries to be Nvidia. Nvidia is done growing exponentiell. It's also about margins. Nvidia cant gwor margins. The only way it Jeeps growing is by putting money in other AI Companies. AMD wont achieve Nvidia levels. for me it's clear AMD is way to expansive right now.

noiserr

Nvidia's Vera CPU is not even as fast as AMD's Turin which came out in 2024.

noiserr

> Chiplets don't necessarily mean an advantage with GPU. Latency between chiplets can hurt performance. AMD is really good at hiding latency, besides AI is not about latency but bandwidth anyway. Chiplets also allow them to move to the cutting edge node before anyone else. Which is why the upcoming mi450 will be on 2nm and will compete with Nvidia's Rubin on 3nm. There is also the fact that AMD knows how to 3D stack SRAM. And have been doing it for awhile.

noiserr

AMD hasn't released its rack scale AI solution yet. It's starting shipping in Q3. Existing mi355x is competitive but not for training since its not a rack scale solution. When it comes to CPU AMD has no equal in datacenter. And they just started the Venice / Zen6 mass production last week. We will see a hockey stick revenue growth starting Q3 onwards.

Man1ckIsHigh

100% agree. Thats a recent innovation. I have AMD stock for a reason. One of my biggest winners. My point was only that the innovative edge for AMD was recent.

holeplugger

They said the TAM could potentially be $200B by 2030 (vs AMD forecast of $125B, as the leader of server CPU market) which is not they’re going to do $200B in CPU sales forecast ya ‘tard.

LisaSu92

Their CPU’s for hyperscalers, which are needed for agentic AI, which share similar technology and performance superiority than their competitors is super relevant. Agentic AI is what everyone is talking about it 1:1 cpu to you parity is why AMD stock has been on a rise lately

MakeOSUGreatAgain63

What is the point of working all the way up to being a president just to guzzle rat glizzies day after day on tv? Most pathetic and cringe shit I’ve ever seen Yesterday they said deal is done. Now they say deal cancelled and going backwards. I just want AMD $1000 bro

i_ask_stupid_ques

Do PE not matter anymore. AMD has a PE of 150 and a forward PE of 65, much higher than industry average .

ked913

Oh don’t worry, the price will crash in a few weeks. Hedge funds, banks are doing liquidity bridges and pumping semiconductor stocks ahead of spaceX IPO. They will dump and crash it and shift that liquidity into spaceX which they are legally forced to buy as part of NASDaQ rules. Do you think they would be stupid enough to put their own money and not retail baggies. Arm, AMD doubled in 5 months, ARM 100 extra in 3 days xD. Neither company can make sufficient products given helium shortages from Iran war.

Adii2311

Etched.ai, other silicon startups, AMD, QCOM, INTEL want more? China, India, Europe

___positive___

Side note, but AMD is proof that we are nowhere near AGI, and LLMs are still largely useless at anything other than boilerplate and CRUDs. Every single tech person, from the small time local LLM hobbyist to the multi-billion capex OpenAIs and Anthropics, would love to have another source of cheap and powerful training/inference chips. There is tremendous pressure and demand, yet the AMD software stack is still not even remotely competitive with CUDA. There are literally billions if not trillions of dollars worth of demand for real NVDA alternatives, yet everyone universally prefers CUDA. This is despite programming being "solved" and the existence of Mythos, GPT5.5 Pro, and so forth. Even low-end "easy" stuff like WAN/LTX etc still does not work as well on AMD, nevermind something as complicated as training GPT6. If anything, Huawei will probably overtake AMD because Deepseek etc actually do training runs on it. AMD has every single incentive to improve its software stack, as does every other AI researcher, but, nope, AMD still sucks. Proof that LLMs are useless at actual tech problems.

twodimensionalanimal

Laser/photonic companies (as one example). Toptica, NKT, Vescent, etc. They've all been growing organically from strong academic demand for years and are some of the only quantum companies that are actually profitable. Hard to invest in since they're mostly private though. Xilinx (AMD) to some extent since quantum uses FPGAs heavily, but it's a tiny fraction of their customer base.

himynameis_

The moat of Nvidia isn't in the power of their GPUs alone. It's in the power of their CUDA software. It's the gold standard for AI developers and is a big reason Nvidia has such high demand even though AMD chips are available. CUDA may be "mature" but Nvidia keeps growing the use cases with AI. Examples being with autonomous driving and humanoid robotics. And with CPUs, Nvidia has Vera cpu which in the earnings last week the management expects$20B in revenue for 2026 (across all their products including Vera rubin). AMD TTM data center revenue is about $21B. I'm not saying AMD will go away. Just that, I don't see an easy ride for AMD to take out the 👑.

gopoohgo

QQQ +0.8%    Please AMD and SNDK

ServoFFXI

Dude Nvidia and AMD are going to become weyland yutani exploring the stars and shit while you serve people French fries. 

JohnnyStrides

AMD pretty much had won the mindshare of enthusiasts/builders from Ryzen 2000 series onwards. It took the first gen to get AM4 and Ryzen on the map but you'd get weird looks buying Intel in 2018 and 2017 even.

srfdriver99

> You can have a long, grinding decade of subpar returns vs peers while the rest of the semi stack compounds faster Sure, though I'd classify that as "opportunity cost" rather than "risk". Risk is measured vs a baseline, and the standard baseline is the risk-free rate, not the competition in one of the highest volatility sectors on the market. As for INTC vs TSMC, TSMC has its own complications, there's always the whole Chinese aggression angle. And the two companies aren't exactly equivalent. One's a pure fab shop and the other's a chip designer. To me it's actually ARM that is the more "existential" danger compared to Intel, because both AMD and Intel will be trading blows as long as x86 is the way things go. And Intel's diversifying into GPUs with Arc and that gives them a plan B in future if x86 does bite the bullet. TSM, on the other hand, as long as they're a cutting edge fab there will be customers. But they don't have chip designs of their own, they're purely a fab. It's the same thing - if they fall behind on fab tech, they will be able to continue making lower tiers of cheaper stuff for quite a while. The thing with tech is that over a 10 year span any leader can become a lagger and vice versa. Remember AMD Bulldozer? Back in 2015 not a lot of people were predicting AMD to smoke Intel going forward. It could easily reverse in one architectural upgrade or startup purchase.

Man1ckIsHigh

Cool. You were part of that smaller market share that AMD had. The big picture is AMDs market share has risen more recently, and intels has shrunk more recently. Obviously there were AMD users before 5 years ago.

JohnnyStrides

AMD has the consumer mindshare but that's about it. The business world still leans Intel and savy consumers will consider both when building their machines and not limit themselves to one or the other.

JohnnyStrides

Consumer anything will always take a backseat. We saw it when GPU miners were a big deal and we're seeing it again now with AI. Whether it be GPUs, CPUs, RAM... the consumer grade products quickly become afterthoughts. NVIDIA & AMD easily have the resources to stay on top of their consumer products, but it will be the B-teams producing them, we all know where their best talent (and most of their budgets) will be focussed.

JohnnyStrides

If AMD grew to be Pepsi-sized vs. Coke... then that will go spectacularly well for all AMD holders and it's a fair comparison since there's some segments where Pepsi trounces Coke in terms of product offerings and marketshare but overall it's smaller but not by much. Mastercard to Visa is another similar one.

Plastic_Chemical_742

Market seeing no future growth..Data center revenue may be shifted to CPU driven agentic AI. whish is boom for $ARM $AMD $QCOM $INTC.

Man1ckIsHigh

AMD had 11.4% CPU market share in 2017 https://www.tomshardware.com/pc-components/cpus/30-percent-of-x86-cpus-sold-are-now-made-by-amd-as-companys-market-share-grows-thanks-to-a-flagging-intel-enjoys-growth-across-all-segments-as-competition-intensifies

Valcorb

I dont see it happening. NVIDIA is dominating the amrket with its GPUs. AMD is the only relevant competition and they are way behind in market share and popularity. Agreed that AMD > Intel, but GPUs dominate the market now, not CPUs.

secret3332

Are you in this field? Why is a chiplet design better in GPUs? Nvidia also has this by the way and can easily be in an advantageous position in that market if necessary, but it probably won't be for industry. AMD is CPU king because Intel dropped the ball and because of their 3D cache design. This will not last forever and 3D vcache advantage can be overcome with better programming paradigms. Intel is not far behind at all, and outside of the gaming sector, their CPUs are often better. AI is not going to allow AMD to quickly have ROCm match CUDA. It is hard to design this kind of platform and it's not a task suited to AI. Also, programmers in this space are used to working with CUDA and it is entrenched in decades of projects and code bases. It's not going to be easily dethroned even if AMD can match CUDA (they can't).

tastybrains

AMD has a 25-year+ history of being regarded as the up-and-comer and then blowing it due to poor execution.

trackdaybruh

Pre-AI craze AMD's investment and push for ROCm has been very low, basically next to non-existent compared to CUDA because CUDA hasn't been profitable and was actually burning money. AMD saw this and reacted accordingly by not making ROCm its priority because they thought it was a dead market (also because they were struggling too with the failure of their FX cpus and etc.), while Jensen double downed on CUDA by increasing its funding and support (He even gave away Nvidia GPUs to a lot of researchers and companies to use CUDA back then). It wasn't until Nvidia's dominance in AI because of CUDA that AMD started investing heavily into their ROCm.

Viking999

These threads are stupid upvote party thread with no new information or value.    But their gpu is forward thinking! Nvidia also expects to do 200 billion in CPU sales. https://www.reuters.com/world/china/nvidia-says-its-forecast-200-billion-cpu-market-includes-china-2026-05-23/ AMD is in the rising tide lifts all boats category.

Glittering_Water3645

As a AMD bull. The first point is completely unvalid. Intel CPU is at an advantage over AMD at the moment.

judechrist4444

Given the significant unit cost of Nvidia GPUs, do you think this will narrow the race for AMD?

_Lucille_

Just the other day we saw this: [NVIDIA's CPU Sales Could Make It One of the Biggest CPU Makers This Year](https://www.techpowerup.com/349251/nvidias-cpu-sales-could-make-it-one-of-the-biggest-cpu-makers-this-year) AMD is essentially picking up the scraps left behind by Nvidia while its growth in DC is for AI is now going to be challenged by nvidia.

maxfist

Gaming is such a small segment that even if Nvidia abandoned it completely it wouldn't make much difference for AMD. Coincidentally it does look like Nvidia is abandoning the segment.

DesertFoxHU

Lol, thanks for the laugh Even without NVLink and CUDA, AMD doesnt get enough chips from TSMC, Nvidia has already bought the supplies beforehand. Just think about it, you are a company, want to buy AI chips, where are you looking when you need 10.000? AMD could sell that many, but they cant get the shipment from TSMC Nvidia has the capacity for that. Even if we translate pure power/performance/cuda replaced tomorrow there is no way that AMD could get more chips from TSMC currently

gnetc

Yeah it’s funny too because now people are ultra bullish on both those names, now’s the time to get out of them. I wouldn’t even consider buying shares of Google again if it’s not below $280, and don’t even get me started on AMD. There’s a lot of beaten down names that everyone loves ragging on right now, but I’d rather invest in those tbh.

trackdaybruh

>AMD is king in the gaming world AMD CPU? Yes Their GPU? No where near Nvidia's.

trackdaybruh

Nvidia has chiplet architecture too, starting with their Blackwell. Hardware isn't the main factor for Nvidia's dominance, it's their software moat: CUDA. CUDA is decades ahead of adoption and refinement which is leagues ahead compared to its rivals including ROCm. AMD's got a long way to go before it knocks on Nvidia's doors.

WhiteToast-

AMD is king in the gaming world, which is relatively niche. Business machines are still dominated by Intel

boofpack123

😂 buddy ur over a year late. AMD buy opportunity was tariff crash when it was 5% the valuation of NVDA. AMD will hover at 700B for a bit. NVDAs best GPU is still king and controls the pace of AI

SupplySideAI

TSMC's moat is worth understanding at a deeper level before comparing it to other picks. It's not just node leadership — it's CoWoS advanced packaging. Virtually every major AI accelerator (Nvidia Blackwell, AMD Instinct, Google TPUs) has to route through TSMC's packaging capacity, not just their fabs. That's a separate bottleneck from chip manufacturing and it's one competitors can't replicate quickly. That structural lock-in is what makes TSM a different category of bet than a typical foundry play.

Much_Candle_942

Just saying, one year ago - sentiment was very very bearish on **Google** and **AMD**. DoJ case hanging on Google to sell off Chrome, and AMD was called Advanced Money Destroyer - as a worthless me-too, wannabe copy of Nvidia. They'll never complete with Nvidia - was the narrative. Intel was a laughing stock - with their chips catching fire, overheating. Question: are we feeling super bearish on any legit companies right now? Meta, Palanti, MSFT?

PokemanAshy

If you use it, buy it. I use Walmart, I buy Walmart. I use Amazon, so I buy some. I use Nvidia GPUs because they have no competition so I buy. AMD surpassed Intel with price/performance with Zen, so I bought their CPUs and stock. Bought AMD/Nvidia because of the GPU markets during initial crypto cycles which led to insane scalping and supply shocks. I mined in 2016 and sold off extra GPUs after cycles cooled. I wasn't making more than $45k at the time and AMD stock was very cheap in comparison to others.

onerandomcomputerguy

Uhh 50% AMD, 50% MU

WickedSensitiveCrew

It feels like r/stocks wasnt where these stock picks came from. I rarely heard anyone say Rezolve AI or Eos Energy Enterprises was their favorite stock or something to buy long term. NBIS, AMD, MU I have heard mentioned here but some of those other names feels like they came from a different sub.