AMD

CigarDers

One thing to remember, especially after a big trade, the volatility is what makes you money, not the size of the bet. It is easy to feel like a god after a big trade and increase the risk and get caught with your pants down. Keep the risk small and let the move keep you rich. You always need to stay in the fight. I caught AMD for a little over 40k and I relearded this lesson MSFT. But that's the way she goes!

lostbanbet

TSMC fabs the chips AMD designed. You want to be pedantic on a holiday Friday afternoon?

pmotiveforce

You sound like an absolute fucking unit of a retard. Just a towering example. AMD does not make chips, you chimp.

lostbanbet

Intel was like 5 years behind AMD on getting to 7nm and they want to get to 2nm and 1nm next year? Even when they got to 7nm, they had QA/QC issues and they bricked themselves if pushed too hard. Prepare for 10 years of “2nm tomorrow” announcements.

Tomato_Sky

Does she know? Does she know she’s an ad? All of these “articles,” are just ads. It’s not real reporting or they would explain what TPU’s are and how they are different than GPU’s. There is still a large monopoly with cuda and unless you’re in-house with google, you won’t see this as something for the industry. xAI cannot switch to TPU’s, OpenAI cannot and will not switch, China is using photo GPUs and don’t care, and if you’re running a local agent, a TPU isn’t something you can use as a consumer. TPU’s made Google’s LLM cheaper and faster for Google. If NVidia continues doing victory laps instead of developing the next gen chips, then we’ll talk leaders, but they had a decade lead going into 2023. Now it looks like a 4-6 year lead if a company can create their own custom chip manufacturing and take some of that demand away. 2-3 cycles of an ambitious AMD if that’s possible. All of that is speculation. But for the love of god, these are just ads stating that Google = Good now. Do your own research or don’t. These ads are annoying. If I have to read a story about someone “crushing,” a benchmark they specifically trained their model for, and see “unveiled,” after TPU’s have been public knowledge for a couple years now, like it’s going to swing the market with all of these things priced in.

andytobbles

I remember hearing very similar things when I was telling everyone to buy AMD at April lows haha, we’ll see who’s right in the coming months

cartman_returns

The concern might be more for amd TPU is for inference Nvidia is way ahead of everyone for training. Amd has acknowledged their focus is primarily on the inference market Meta is AMD's largest customer by far for inference. If Meta chooses TPU for inference while keeping Nvidia for Training then the company hurt the most is amd Mi450 is designed with Meta in mind but Meta also backed out of amd before with the mi300a project which was Meta unique, they did come back with a ubb mi355x but point is they can always back out

Glittering_Water3645

To all of you who bought META below 600$ and AMD below 200$ recently. You're awesome!

IDrinkSulfuricAcid

Being too impatient to wait for a good entry point. Also a lot of FOMO of ''what if it goes even higher while I wait for a dip''. I try to catch the knife quite a lot too. Bought AMD at 230 thinking it was a good deal then paperhanded it sub 200... typing it out makes me feel hella regarded

TheoryInttro

I'm not asking for much, just AMD to 250 by EOD.

Prudent-Corgi3793

NVDA and the hyperscalers are one of the only two segments of the market that are actually undervalued right now because everyone hates them and wants there to be a bubble. The only other one is even more hated: traditional telecommunications. Think Comcast, Charter, Verizon, AT&T, etc. Comcast ($22.18B) makes more in operating income than Tesla ($4.77B), Netflix ($12.64B), Palantir ($0.85B), AMD ($3.05B), AppLovin ($3.47B), and Intel (-$1.47B). In fact, it makes as much as all of them combined. But each of them have at least twice the market cap (Tesla about 15x).

Life_Show8246

It will be nice to see competition from China with western chips. I hope this carries over to the consumer market as AMD and Nvidia have had a monopoly on high end GPUs for quite some time now. https://preview.redd.it/xtt6ehra314g1.jpeg?width=612&format=pjpg&auto=webp&s=823436f5a12c5bfedb562768b2ac939659243f95

Short-Dependent7676

I pretty much stalk computer parts prices like every week and I saw an AMD chip which normally retails for $479 listed for $479 as a “Black Friday deal” and their “MSRP” of $519 was crossed off.

modder9

Intel lagged behind AMD for 4 years on 7nm processors. They got fat/lazy with their market dominance. These talks of 2nm processors will be delayed for a decade.

Aero4000

AMD does not have better gpus lol. Better cost to performance ratio, yes, but not better performance. And nvidia doesn't make LLMs, they supply all the gpus to google and everyone else. Fuck nvidia though. I'm not touching that shit after all the blatant manipulation.

JakeTappersCat

Nvidia is the new AMD lmao

sandygws

'AMD has better GPUs' ROFL

MichaelJamesBurry

Why would anyone buy NVDA? AMD has better GPUs and Google has the better AI

poomsss0

AMD's flagship gpu performance is as good as Blackwell but cheaper. Why nobody prefer them? It because NVDIA ecosystem. TPU wont sell

wa_2050

NVDA red and AMD is green.. Recession indicator.

Ok-Muffin-6901

If i wanted red i would have bought AMD!

andytobbles

AMD is about to make a break on a double bottom to the upside

TheoryInttro

Ok, AMD. Keep away from Clifford today, he is not as friendly as the PR says.

juveyjords

The market has fallen numerous times since may. AMD was 193 from 260 just a few days ago

ipeench_

Honestly I don’t look at Greeks. I’m basing my trades on technical analysis. MACD, RSI, On balance Volume, and lately regression channels. The regression channels are what changed the game for me recently. I have a channel drawn from end of October to current for AMD and then I buy puts if it’s at the top of the bear channel and calls if it’s at the bottom of the bear channel.

Seaweedminer

TPUs aren’t really close to Nvidia chips both in ecosystem and performance on the high end, and they aren’t publicly available outside of Google products. Google is still a buy if they can get their chips in other products, and they strongly compete with AMD in a space AMD never truly got into. 

OGMrzzz

Why is AMD up?

Upstairs_Whole_580

I don't DCA. If I like a stock and I want to put X% of my portfolio into it, I'll buy 5000 shares right then. I bought AMD... which is a bad example because in the 70s, it was obvious. But I DO regret this one. AVGO. I caught that falling knife at 170 and I had an experiance CFA who I'm friends with who... pushed AVGO on me(he also pushed NVDA on me in 2019, so I listen) but he said just watch everything Trump's saying... and keep monitoring. So that's the ONE time recently I guess I did technically DCA. I bought 4750 shares at 170 and then at 140... I went back in for another 5,000... actually, 148. My 2nd is I NEVER follow through on my exit points and I'll often take off a stop-loss if I think it's stupid. Like NVDA... I bought 1500 in 2019, 1000 in 2023 and I said if if it got to 1000. Then I said... if it gets to 143, I'm out. Then it was 180, then 210... and I'm still holding and I got burned on this in '22 when it went from 325 to 120. Fuuck... I also have a 3rd. Since '22, I've been in NVDA, TSM, AVGO, AMZN, GOOGL, META, MSFT and that's about 90% of my portfolio. I'm 100% of the people on here who does NOT think the AI bubble has even started and I'll 100% be the person on here talking about how I was going to retire and raise my kids so I didn't miss time with them and now... I'll be working until 60 like a regular poor. But seriously, 240, I'm taking 20,000 shares out of NVDA and just putting that aside into bonds. I'm only 39, but I don't... want to have to hear ethe "oh, you have time to make it up." I also just cannot sell after those earnings.

rasmusdf

AMD, Banks, Ford

KittyLover-7

AMD pumping more than NVDA? A MARKET OF FUCKERY AND FILTH

PTRBoyz

I’d imagine TPUs are more likely to take business away from AMD or custom silicon than NVDA which is the backbone of AI. Those other chips are competing for secondary support or inferencing. 

FanStatus4595

I bought AMD at $90 and sold AMD at $160, didn't expect the price surge.....

OpenRole

Hey engineer here. Lots of jobs opening looking for engineers with AMD specific knowledge

In-Hell-Above-Heaven

Biggest regret also is not going balls deep on all the shit over the years that I knew was a lock and a great opportunity to buy but, overlooked how much of a return it would have been. My money back then was always up and down and I never thought I had enough to make it worth it, not unless I took out a loan or some shit. I’m talking doge coin where the $40 I bought in my sisters account and forgot about turned into $880 in less than a year and I definitely could of put $1,000 on it but, I was just expecting a 80-100% return. Fucking AMD at $2.50 and $NVDA at $30 and thats before all the splits. Kept saying if I had the bands Id buy a fuck ton of shares of either but, never did I expect what its become.

TheoryInttro

I have a bad feeling about being long on AMD today. Plz to not allow Clifford to chew on the stock again today.

claythearc

I’m not sure why this is popping on my feed now given it’s old but here’s my 2¢ as someone with a masters in machine learning > googles TPU isn’t even close … Keep in mind here that Google uses their TPUs to train their models, and to serve models on Google cloud - it is replacing nvidia at scale, at least on their system. They’re also getting the other big dogs to at least vacation with them - Anthropic is expected to order like a million of them, Meta has a test happening, and then the smaller but still important players like Midjourney, Apple, Salesforce are using them as well. So it’s not just an internal tool getting internal hype - there are real customers eroding what were / would be nvidia customers. You combine this with the fact that nvidias seen exponential growth the last several years - that has been priced in. They can’t just beat expectations. Nvidia has had a place of dominance because there were zero practical competitors - AMD existed on paper but ROCm was a dumpster fire, no flash attention, PyTorch support was perpetually “coming soon.” It’s only now becoming a real option. The market is adapting now that some % are shifting away from a full nvidia stack. It may not be a lot in the grand scheme yet but nvidia has been priced for 100% dominance from all companies - and that’s kinda showing to be maybe misguided. The CUDA moat is real but it’s also not as insurmountable as people think. Almost nobody writes raw CUDA - the question is whether PyTorch/JAX/etc support alternatives as drop-in backends, and increasingly they do. The moat matters a lot for mid-tier companies who can’t afford multi-backend expertise, but hyperscalers? They employ the people who write these frameworks. Google literally built JAX to abstract hardware away. The lock-in that protects nvidia’s bread and butter doesn’t protect them from the exact customers big enough to matter for this narrative. And outside of Google - hyperscalers absolutely hate being single supplier locked. Meta, MS, Amazon all have internal silicon cooking as well. Is this what’s happening now? Is the timing coordinated narrative BS? ¯\\*(ツ)*/¯ genuinely don’t know. But the underlying competitive pressure is real, and some correction where people finally price in that risk was always going to happen eventually.​​​​​​​​​​​​​​​​

Electronic-Zone-1767

Yeah why AMD

DraconPern

Their GPU can replace 10% of the US workforce. Even if AI companies spend 10% of their revenue on nvidia GPU to enable that, the amount of money will be absolutely nuts for nvidia considering how large US's GDP is. That's the reason why everyone is trying to develop their own TPU. And no, AMD's chips can't compete. Just look at some of the subs where developers discuss LLM and AI.

realDespond

why specifically AMD?

IronGun007

You mean [this](https://www.tomshardware.com/tech-industry/artificial-intelligence/tesla-scraps-custom-dojo-wafer-level-processor-initiative-dismantles-team-musk-to-lean-on-nvidia-and-amd-more)? They dismantled the team and now rely even more on AMD and Nvidia. The people that worked there left or got let go.

Doctor_Raymos

Not sure why you would do this? 148.78 breakeven? So far OTM, 33%? Are you also ignoring macro catalysts that almost guarantee AMD will break major resistances in December? If the only thing you have going for you is a single MACD indicator, you are in for a bad time. I on the complete opposite spectrum have AMD calls that are already at 60% profit

brum21

After huge pullback on AMD and Nvidia, the market is primed for a rally. Nothing but good news right now.

ipeench_

I made $1100 this week. Risked $500. I exclusively trade AMD weekly options

Elons-Musky-Balls

Bull and AMD gona rip faces off to end the year

jooooooohn

Bought AMD around 2013 at ~$3.50 and forgot about it for a few years. So glad I forgot about it. Sold a bit at $160 but still worth around 100K from a 2K buy. Such a streaky stock though! Was all the way down to $78 a year ago.

wa_2050

AMD over valued

Cool_Two906

I'm coming around to that conclusion myself. I own Nvidia AMD and micron but I think I'd be a lot less stressed in a ETF

ADepressKid

AMD 235+ Meta 655+ ACHR 8+ EOW

dimdada

AVGO, on a bullish run due to the TPU frenzy with Google. Basically the flavor of the month right now. NVDA, AMD had their moment in the sun. As for expectations after earnings, I’m also expecting a pullback. Par for the course probably as most of the earnings announcements have seen pullbacks short term.

greyenlightenment

lol what happened to ORCL and AMD pumps?

WickedSensitiveCrew

You don’t seem to see how vague your argument is. You haven’t named a single company it’s just “trust me, Palantir will be gone in the future.” That’s not an argument, it’s speculation. I’m not being triggered; your claim simply doesn’t make sense in the context of this sub. Last year I argued that Western Digital could be a winner in the hardware layer of the AI boom, and the response I got was that the only winners would be Nvidia or AMD. The idea that smaller or specialized companies can also capture meaningful value is often dismissed. Sometimes it’s just easier to put your money where your reasoning is. PLTR was $66 in Nov 2024 it now $165 in Nov 2025. I will just see what price PLTR is at in a year from now like I did with WDC.

WickedSensitiveCrew

I agree—there are plenty of infrastructure companies that rarely get discussed. The focus seems to be mostly on semiconductors, but there are many other critical areas needed to build robots, data centers, and advanced tech that also create value. For example one I been buying is Western Digital. I barely hear it mentioned on this sub despite being a high quality company. Focus be on NVDA/AMD for the hardware layer.

Addicted2Vaping

I know an AMD chart when I see it

JumpluffTCG

We all have AMD in our portfolios yes

Separate_Fold5168

My own uneducated opinion: Nvidia continues to lead the way with the best cutting edge chips that sell faster than they can make them and... the stock doesn't go up much more from here. Maybe it settles in for a while near the 210s but in order to grow the market cap even more they either need to: 1. Rapidly increase their production rate in order to capture the insane demand. 2. Somehow put to bed any thought that other chip players (AMD, Google, and many more but most importantly China) are coming for their ~~lunch~~ margins. Preferably they need to do both. But there may not be much they can do for #2 given the major players gunning for them. And from what I know about #1, that takes enormous time and effort to get going on new output plants. And time is not on their side. The more we move forward, the more likely it is that "lesser" chips become a more viable option for *most* use cases. That doesn't mean the market in general can't continue to climb as long as AI spending going at the same rate to *someone* even if it's not NVDA.

Timely_Cow_5568

Broadcom is now a $1.8–1.9T company, about 40% the size of NVIDIA (~$4.3T). But financially and structurally, they are nowhere near NVIDIA’s trajectory. 1. Revenue & Profit Reality Broadcom makes: • ~$12.5B revenue per quarter • ~$15–16B profit per year NVIDIA in its latest quarter: • $45B revenue (≈3× Broadcom) • $26B profit (≈6–7× Broadcom) Broadcom produces 34% of NVIDIA’s revenue but only 16% of NVIDIA’s profit, yet trades at 40% of the valuation. 2. Software Segment Is a Drag VMware price hikes (2–10×) have caused a mass customer exodus to: • Proxmox • Hyper-V • Open-source KVM stacks Software won’t be a long-term growth engine — Broadcom is mainly extracting value from existing customers. 3. Semiconductors Aren’t NVIDIA-Style AI Broadcom’s AI wins (Google TPU, Meta) are semi-custom deals: • Broadcom does design + manufacturing • But Google/OpenAI/Microsoft own the IP • No long-term GPU-like economics Good business, but not transformational. 4. Growth Is Solid, Not Explosive Recent growth: • +6% QoQ total revenue • +22% YoY • +9% QoQ in chips • Q4 guide: +9% QoQ Compare that to NVIDIA/AMD triple-digit AI growth — Broadcom’s growth is steady, not hyper-scaling. 5. Heavy Debt Load Broadcom still carries: • $62B long-term debt • NVIDIA/AMD have far less leverage This limits future optionality and raises risk. *Bottom line* Broadcom is a strong business, but not a hyper-growth AI compute company. Its valuation assumes a NVIDIA-like trajectory — but Broadcom: • grows slower, • earns far less, • owns no AI chip IP, • has major software headwinds, • and carries huge debt. It’s not becoming NVIDIA 2.0 anytime soon — and the numbers make that very clear.

MrAkimoto

Nvidia is the king of the hill, but that just invites more competition to the show. Alphabet, AMD, Intel, The Chinese, and whoever else comes along will shrink the moat that Nvidia currently enjoys. I'd never pay a 50 PE for any stock no matter what their future supposed prospects are. There are too many companies with reasonable valuations that make good money. I've learned in the past riding a roller coaster of stock prices is bad for my wallet.

Few-Chemist-3463

NVDA has a lower PE because they dominate the market. Their projected growth is reliant on the hyperscalers continuing to buy product regardless of price in mass and an expanding AI market. As we have seen, there are threats to that premise in the name of cheaper and more energy efficient products. Ultimately the market could grow to such an extent that it won’t matter much to NVDA / AMD. Remember the market is forward looking and AVGO partnering with most of the Mag7 is why they’re getting a higher PE. Hock Tan has already stated he sees custom ASIC overtaking GPUs in the future. Meanwhile Jensen believes most of those ASIC projects will never materialize. Idk make your bet, but deciding on PE alone is foolish.

I_pop_Jardiance

Yall rmr that super AMD bull who would posts like hundreds of times a day? Has gone MIA for a while...lol

gkdjsl

I'm going to OD on the weird turkey stuffing with the raisins and daydream about AMD going back to $250 before my calls are vaporized

Doctor_Raymos

The fact JANUARY is on the table? Our economy is about to collapse. Don't hold long unless it's gold. This wasn't just a flip, this was a "our economy is in worse shape than we thought" The average consumer already feels it, we already know "market =/= economy", except our market is based on sentiment and not fundamentals. It is why things like NVDA corrections while other Mag7 keep pushing up makes no sense. I believe the economy is going to catch up to the market and most stocks will be significantly devalued. The only question is, when? The 5 million dollar question. Like I previously predicted (and have tripled my portfolio from), the fed is going to cut the rates, and it won't be enough. Consider every lever possible is going to be pulled in the next year to prevent stagflation & recession. Volatility is settling for now, but it is going to skyrocket. The fact that NVDA & AMD both sink 5-10% because of RUMORS Google is moving in with TPUs? We are in an incredible time. Play light on your feet, there are millions to be made here.

TheoryInttro

Spicy autocomplete chatbots have 0 value long term, same as corn. I've got about 60% in long term equities, 10% in bonds, 25% parked at 4% while waiting for equities I'm eyeing to hit my buy level, and approximately 5% in the "dicking-around-gambling" account. So far the 0.01% in silver has made up for the losses in the 0.02% invested in AMD in the "dicking-around" account.

TheoryInttro

I'm already up 95% on my tiny position. Makes me wish I'd kept out of AMD and shoved that cash into silver instead.

MrDanGugly

https://imgur.com/a/g2RDqzT Can't upload videos here but this is the full credit spreads history on the SPX gains which is about 23k The biggest win I had outside of this was 5k on AMD calls at one point I believe

magamaha2028

THIS. Nvidia invested in CUDA and making their graphics cards open for general programming via GPGPU tech around 10 years ago, back when they were losing the gaming fight to AMD. It’s gonna take a long time to recover.

TomOnDuty

I would stop chasing premium and pick the one you believe in the most. Chasing premium is how most people end up in trouble. I feel like I would say sofi although I did enter AMD yesterday. And hood is interesting.

AppleTrees2

their Q/Q growth is worse than AMD and Nvidia (they don't even show them on their earning reports. Their earnings projections for Q4 is 9% increase from Q3 For their valuation to be justified they'd have to do 6x growth in 2026 to catch up bro

dont_downvote_SPECIL

Stock can still go up even if it doesn’t have the same growth rate as Nvidia or AMD. “Best in semis” doesn’t have to mean literally #1 it means top-tier profitability, returns, and consistency relative to the group. PEG is still within a reasonable band of 1 - 2 and a company doesn’t need to beat Nvidia’s PEG to appreciate NVDA is an outlier, not the required benchmark for upside.

AppleTrees2

They have worse growth than both AMD and Nvidia. Best semis profitability? that would be Nvidia, they don't even own the IP of their biggest customer, and potential future big customer in openAI they currently have a worse PEG than Nvidia lol, how can you be bullish on them.

TheoryInttro

Well, AMD is recovering so that's nice. Still quite sore from the series of assaults the position took.

PersonalityFluid67

I'm so happy I'm so smart telling peopl to buy AMD

Mi5terD

Nvidia, XEQT, Gold, AMD. NOT AN ADVISOR* just recommending from what the market is as of today November 26

plasticbug

Haha. Not great. And here I am happy to take a quick $600 (~3%) profit on AMD this morning

Commercial_Dust4569

Funny thing is, in 2010 I opened a deposit with my bank to buy AMD, Nvidia and TSMC shares. I was a lazy fucker however and didn't follow up for 2 years on the paperwork to finally buy stocks (basically just sign it and send it back), so it never went through and the bank closed it at some point (I even paid the fees for the account despite not being able to use it). Even with a small investment, it would have paid off massively. Shame on lazy me lol. Congratulations for being not the same idiot!

Largeshmarge

why does AMD

Dos-Commas

Zluda have been developed for 5 years and even got AMD backing yet their compatibility was okay at best. I doubt someone else could do better in less time.

unsolidground

Everyone is trying to compete in inference. It will be something like 10 to 100x times the market compared to training demand. And why wouldn't META, etc, be interested in Google's TPUs and NVDA, and AMD, etc.. META has been reported to be looking to spend around 70 billion in data center this year. Will this now all be on Google TPUs?

Secret-Bonus-254

Ahhh AMD... the only stock that can go up, and kill your call value still with only 50% IV. Stock literally jumped 7$ overnight on my 225C's, and they literally lost value. I was +140 on them when closed around 204 yesterday, and even tho stock pumped 7 fkin dollars, i lost all 140, and ate into the principal. The contracts are now down 40% from where i bought them

vsmand1

I have SPY, QQQ, HOOD, AMD, META, RDDT, NBIS, and U calls. Am I regarded?

unsolidground

This is great for Google, but I'm not sure why there is the conclusion that just because META is interested in making a large hardware deal with Google, that precludes hardware deals with other companies such as AMD, etc.

doctad92

!banbet AMD 190 3D

Far-Fennel-3032

I'm gonna be honest with you, you're doing fine, you could diversify a bit more, and if you're worried, just throw it all in a diversified index, but otherwise you're doing great. On the AI front, maybe spread it around a bit more so you have exposure to the three general stages of AI pipeline, making chips, designing/selling chips and AI products. What the ideal mix between these three stages is, the trillion-dollar question, but I suspect one of these stages in the AI pipeline is gonna run away with the majority of the value of the industry. I just have honestly no idea which. Atm it looks like you are betting a lot in the middle stage with Nvidia and AMD. being 34% and Nvidia still makes up a lot of your indexes as well. If you want to stay betting hard on AI maybe spread it around to companies like Google for AI usages, and TSMC for making chips. Healthcare and energy, I can give some broad general advice that you should be very careful investing in those areas, as we are currently in massive transitions for both sectors that receive a lot less publicity compared to the AI boom. Energy obviously has the transition to renewables and a boom in demand to supply AI datacenters. But the space is quite risky atm, with risks around how long batteries will last, predicting future energy prices puts a lot of risk into the sector. Generally, trying to pick the winners in this space is going to be extremely difficult, as it's likely going to come down to a lot of luck, who forecasts prices best and who somewhat blindly picks the best battery formulations. But also completely avoid any company involved in hydrogen storage, there is a material bottleneck around making green hydrogen, so the entire industry physically can't work till it's solved. Medicine-wise, it is also quite risky as there is a lot changing atm, in both funding via the USA government and more generally with ageing populations that come with both worker shortages, increased demand and governments around the world will soon have budget blow outs they might have to cut back on spending in this space per person. But also medicine is about to undergo a massive change with the introduction of a lot of peptide-based treatments, mRNA treatments and medical imaging is having massive advances. There is a lot of uncertainty in what healthcare will look like going forward On defence, no idea.

_pout_

Damn those are some high volume calls on AMD

PersonalityFluid67

Chips seems like good invest. Which one? AMD

_ii_

Yes. This guy knows. I also want to add that TPUs cost less to rent. This is because TPUs are more specialized (efficient at what they’re designed for) and Google has been running efficient data centers for decades. You don’t just plug in your servers to a wall socket and start cranking. It takes a lot of experience, knowledge, top notch management software and SRE teams to run efficient data centers. This is also why Google can’t just sell TPU to anyone. Meta can handle it, but some random S&P 500 corp can’t. Amazon, Microsoft, Oracle, etc can handle it, but they won’t for obvious reasons. Selling massive computer clusters at volume isn’t Google’s business model, and they won’t be good at doing that. AMD is probably better at that front. AMD can’t really beat Nvidia or Google on operating cost, software eco system, and scale. So they’re in a bad position right now.

ric2b

It's crazy to me how CUDA is such a moat when there's so much money on the line for companies like AMD, Intel or now Google to make tools that can translate CUDA into something else. If Linux can run Windows games (with no cooperation from developers) and now even translate x86 games to run on an ARM CPU it's surprising that translating CUDA, with cooperation from whover is writing software for CUDA and wants to move it to cheaper hardware, is such a mountain to climb.

PersonalityFluid67

Imagine buying AMD? F' you betraying America more.

brownianhacker

The AMD GPU API (ROCm) is still kinda bad in terms of bugs apparently, but AMD could catch up if they want to. So far they have always prioritized gaming benchmarks over AI developers. Google's TPUs could be a serious nVidia competitor if they start selling them. However, this would result in hardware profits but would harm their cloud service profits which now benefit from having TPUs as a unique selling point. Maybe that's why they don't sell them?

GuelaDjo

>Ah so Google did a much better job than AMD at making a CUDA competing ecosystem  Google did not so much compete with CUDA but took a different approach: heavily optimize JAX (higher level library) and its XLA compiler so you don't even need a CUDA equivalent. Even today most engineers never write CUDA: they just write PyTorch / Tensorflow / JAX code and let compilers do the job even for Nvidia. >Do you think Google Tensor will be able to fully overtake Nvidia or seem interchangeable? Fully overtake, clearly no. But it is a real alternative particularly for hyperscalers because the trio of JAX + XLA + TPU is proven to be able to train frontier AI model and serve the inference at a lower cost. There is such high demand for compute that Nvidia will remain fully booked in the near term. However OpenAI, Meta and others will use TPU deals as leverage to get better terms for Nvidia so this will eat up their 70% margin and force it down. Nvidia still has a lot of advantages: it remains the default because it is available everywhere, more flexible. You don't need to be locked in Google Cloud, people are familiar with it. If you use Nvidia, you can run your own cluster, or rent one from AWS / Azure / GCP or even neo clouds like CoreWeave. Then there is the issue of demand: it remains to be seen whether Google will be able to scale production enough to meet demand. If you are wondering whether to short Nvidia, I would not risk it. Reality is their profit will only keep accelerating as Blackwell keeps getting delivered and Vera Rubin is prepared in H2 2026. Their forward PE ratio indicates to me that they are not overpriced. Long term I strongly believe they will be forced to significantly lower their margins and the stock will correct.

alderson710

I come from the future - March 2026 NVDA: 250$ GOOG: 300$ NBIS: 150$ AMD: 270$ FIG: 2$ ADBE: 80$

Suibeam

Can PyTorch or JAX be used on AMD chips? Both work with Nvidia right?

Suibeam

Ah so Google did a much better job than AMD at making a CUDA competing ecosystem good for AI devs. And they seem to be close enough that CUDA devs can adapt to Tensor ecosystem quickly? Considering the resources Google has and it being a software company gave them a better chance to catch up and create a competing environment to CUDA. And AMD which doesnt have the resources nor employees on the software side Google and Nvidia, struggles to much more. Am i understanding this right? Do you think Google Tensor will be able to fully overtake Nvidia or seem interchangable? Will the restriction to library you mentioned bc a major issue for its chips sales and acceptance?

Suibeam

I thought the issue is rather licensing. Bc large corps need to go official ways. Otherwise they AMD unofficisl support of CUDA would be enough. AI devs want to use CUDA library they are familiar with and have good workflow with. Or am I misunderstanding the importance of that?

GuelaDjo

I have worked with both TPUs and Nvidia GPUs and one advantage of TPUs over AMD is that they have a great software ecosystem: the JAX library (which can target Nvidia chips by the way) and the XLA compiler allow you to get started very fast and produce robust and performant code. It took me less than a week for someone coming from a PyTorch and CUDA background to start contributing code in JAX that compiled targeting TPUs. This is controversial in the AI space: a lot of engineers and researchers love JAX but some don't like its style. Another issue with the Google ecosystem is that the compiler and a lot of library are only available internally at Google or to some select partners: most engineers will be restricted to JAX. With Nvidia, you have a lot of freedom: use a high level library like PyTorch, or go down an abstraction and use CUDA, or even write direct assembly code like DeepSeek did. AMD software ecosystem was a disaster when I tried a few years back and I don't know if they improved.

PersonalityFluid67

It doesn't waste people like the stuff pushed here. It is an awesome investment, pays a great dividend, and will be around after AMD, for example.

ComfortablePiglet842

Every time GOOG goes down NVDA/AMD go up 😂

Commander_Celty

It’s not a targeted hit on NVDA. It’s Wall Street panicking about an AI bubble, and for once their fear makes sense. Meta burned through mountains of cash with little to show the street, so they rushed out a clean counter narrative: “We’ll use cheaper Google TPUs and AMD chips.” The headlines followed. Money rotated. Confidence changed. But none of those alternatives stand anywhere near Nvidia’s ecosystem. CUDA is still the spine of the entire AI world. This isn’t fundamentals breaking. It’s traders refusing to be the last ones holding the peak AI bag. Nvidia just lost the narrative, briefly. Hold the bag if you want to but I’d be rotating. Remember AMD was everyone’s advanced money destroyer and Google was a nobody in the chip space. Lots of room to run on those. Don’t forget Amazon’s Trainium 2 chips that are dirt cheap. This narrative isn’t expiring any time in 2026.

Upstairs_Whole_580

This isn't going to impact NVDA. It's going to maybe impact AMD but more likely AVGO... IF anyone. Since images aren't allowed here, I can't post the line actual text, but the co-designer of the Google TPU said with regard to NVDA selling off; ""The selloff shows how clueless the market is about Hardware and demand." This is ChatCCP 2.0. It's not going to have an appreciable impact on NVDA.

Gom_KBull

Cashed out my AMD call from yesterday for 21% gain

CEOofBeanz

AMD will be $500, the US will be at war with Venezuela, the Iranian government will collapse