AMD

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.

callsonreddit

That means no cc for AMD?

SlfImpr

YES!! AMD stock dilution coming: [https://x.com/TechNTech42/status/2058248284670448077](https://x.com/TechNTech42/status/2058248284670448077)

callsonreddit

Covered calls PL AMD Yes or no

r_ventura_23

My AMD shares are good now.

ElkQuiet1541

Cathie Wood sold AMD to buy Cerebras, should I do the same? AMD seems overbought but then again everything is overbought now

Saltlife_Junkie

Sold a long time ago. Bought AMD calls sold those and bought puts for Tuesday lol

Trick_Key6742

AMD was a widowmaker for years but ngl the last run saved my dumb ass. I was DCAing from 60s down into the 50s getting roasted by “just buy NVDA bro” every day. Still holding, still not selling, Lisa Su is my only conviction play that hasn’t completely blown up yet 😂

Sleepergiant2586

Good read, while I agree with the possibility of AI Capex reduction but wont happen in 2026 or 2027, Infact 2027 is gonna bring down rates (with the new Fed chair), We are just in 2nd Phase of AI (Agentic), next phase is gonna be your robots, roomba, cell phones, almost all electronic devices with some kind of 'powerful AI CPU or GPU if possible'.. Thats the end goal. We are far from it, Nvidia, MU, AMD, all are pushing out AI chips in different sizes basically for this same purpose. 2027 is very early. I dont expect anything to crash before 2028. Also the Silicon shortage will persist for at least 1 -2 yrs more due to insane demand.

Jorwund

I bought AMD at $100 and sold it at $163. At the time, I thought I was a genius, but now I'm really sad about it.

WoodpeckerCapital167

“Priced sensibly” Yes like AMD, Google, Nvida, tsla, pltr, Apple,……etc When PE went to “ forward earnings “ Get real OP

In_Loco_Extremis

I got caught in a similar spot on AMD during 2025. Took three rolls from original strike of $133 exp June to $250 exp December. Lost about $5k combined for all rolls and wish I had just bit the bullet at the first call to save the months of anguish. Now I only sell cc’s on my turds.

enocap1987

😂😂 they should have done before. Own Nvidia, sold amd for a nice profit. Nvidia is solid but AMD is not exactly value investing now.

HughMan1488

I bought AMD in 2017 and have 3,333%.

Saltlife_Junkie

No I lost 550.00. Sold and bought AMD calls. That post aged very well lol

Alpha_Stock_BigBull

Guess they gonna make a big bet on AI stock. My guess may be Nvidia or AMD.

w-tech

Im curious about this view as I am learning about stocks and there are a lot of indicators that this stock could be a good buy. 1. 1.1 billion in sales up over 41% yoy 2. Adjusted EBITDA - 370m up 62% yoy 3. Net income 167 million last quarter (consistently in the green) 4. 35% increase in members yoy 5. Forward PE of 27 6. Debt to Equity is an astounding 0.20 7. Current RSI of around 40 8. Total valuation is 20 billion 9. Price to book sits at around 1.85 vs AMD 12x, NVDA 26x, Snowflake 30x, compared to other banks, Wells Fargo avgs about 1.3, Chase about 2.4 so its not a great number comparitive to banks but for what people are willing to shell out for other tech stocks its a compelling buy. Sofi seems like a pretty low risk, easy play looking long could easily double in 12 months from its current price of ~16 What are the risks here compared to the other stocks your invested in?

ContactIcy3963

Technicals told me to sell AMD at $7. Never again

Fhyzikz

Short AMD and long NVDA here. Anything under 220 is decent value for NVDA imo.

NeatRevolutionary423

Is it time to short AMD?

NeatRevolutionary423

Is it time to short AMD?

Hermy00

Where do you see weekend trading prices for AMD?

Hermy00

Then i suggest you listen to AMD’s latest earnings call buddy

Specialist_Exam_8433

Nvidia's growth is peaking. It's a quarter or two before guidance goes flat, and I think that's going to happen to other chips like AMD as well. AVGO will take share.

HeftyCompetition9218

AMD was called Advanced Money Destroyer for a long time…

Flat-Refrigerator357

Smart, I’ve been into computer hardware since 2005 and never invested sadly.. used nvidia and AMD since that time too.. if only

CuteHand

Don’t roll. AMD will be back to $380 in a few weeks. Lots of volatility

AyumiHikaru

Dump AMD buy INTC is the only play

bigwood5675

I've been selling AMD puts. Thanks for your patronage!

BangBangOw

If the AMD ones were September you’d be golden I think. I see AMD sub 400, underlying economy is goi mg to fold over eventually and AI circle jerk cannot continue forever with fake accounting. Most margined, and leveraged market ever. 3x SOXL calls are 90% the reason SOXX is getting pumped. Mm’s can’t keep up with the gamma.

Professional-View-94

what made you decide to buy the AMD calls? i saw the news on it but wasnt that announced friday morning or did you know about the meeting prior

hsien88

lmao do you know how many CPUs AMD and Intel sell in China.

hsien88

cpu is not AI chip, there is no export control on CPUs. Intel and AMD sell plenty of CPUs in China. China is Intel's biggest market in the world.

andylikescandy

Takes my back to the money I lost on AMD when it was $2 a share

Rich_Potato_2457

A covered call literally has one job: to call the shares away at that strike price. Let the call do its job and move on. It’s a winning trade. Theres a million other names that have more upside than AMD right now. Move on to the next one

Impossible-Skirt-803

You sold a $400 call on AMD and it's trading at $462. You're deep ITM and down over 418%. Rolling this isn't going to save you, it’s just kicking a burning can down the road. Just buy to close, take the $5.7k loss, and accept the lesson.

Brilliantmels

You’re betting on AMD going down?

cDub3284

If youre not willing to lose them or pay a debit you gotta roll way up and way out.... At first glance looks like around $550 Dec 18 2026 call is basically where you break even on this and roll the call up almost 20%.....but it looks like AMD is gunna keep flying and next earnings is August. Can look at going further up and out to $600 Jan exp but thats only 30% away. Youre probably gunna be stuck rolling until youre tired of managing it and just let them get called away at a strike youre comfortable with.

BultCollectibles

Happened to me with AMD, bought around $1.50 a share and thought i killed it when i sold a little over $2. Had around 1500 shares at the time.

Jadeclone1

AMD currently 481.44 NVDA currently 220.59

ruby_1984

Webull -- BULL You also say AMD like it's done with a 5 year run when it literally has just started.

ssuurr33

As soon as nvda started to go parabolic AMD was a no brainer. Pretty simple. Im close to 225% atm and I went in quite late.

Positive_Bill_3714

I sold my NVDA, AMD, TSLA stock very early. They all account to 2 mil in today's money. I could have retired with that money adding to my existing 1.5 mil. It hurts a lot. My friend asked me recently have you ever lost anything, I explained my story and he laughed his ass off

Sleepergiant2586

They have increased their guidance from 60B to 120B. I am guessing they have good commitments. That was the reason fpr stock spike. I hold both NVDA and AMD and feel NVDA is overvalued for sure. Also GPU demand is flatlining now. We are in Phase 2 of AI (Agentic AI). No more this 'Chat AI' (GPT/Gemini thing). Agentic needs more CPUs. Phase 1 AI : 1 CPU per 8 GPU was the ratio Pahse 2 Agentic AI : 4 CPU per 8 GPU and Intel, AMD, IBM, Cisco and many other claim the ratio could become 1:1 So technically more CPUs are needed for Agentic. nVidia ia unable to debunk this, instead they are now entering CPU race (Vera/Rubin) which practically confirms what others are saying is right. Its nVidia who needs to show now Rev from CPUs.

Intelligent_Top_328

I trusted and still trust Elon. And Nvidia and AMD because I like the technology. I like games and hardware. Worked out well.

Far_Professional384

Always going to miss something (I sold AMD in the beginning of the year bc I felt overweight) and I look like an idiot now but in the grand scheme of things, I was being prudent.

milkywaygalaxy71

Still waiting on AMD to actually post insane numbers.. so much hopes and dreams lately

brillrededm

I believe AMD will print some money. Idk how much. I’l also waiting AMD to drop around $420 re entry

jondubb

The company i worked for at the time purchased desktop computers with AMD instead of Intel. AMD was $4. There are airways signs you just need to make sure you're ready with capital, and never sell everything.

LordMohid

Oof, bad time to bet against AMD. Easiest $600 EOY

Sleepergiant2586

##Probably not a good time to short AMD, Market didn't seem to like NVDA story, They were questioned on CPUs, nVidia threw some $200B number and next day in some interview they got cornered and accepted it was cumulative of China (where China just refused to buy any chips), Also China trip turned out ro be waste. I can see why nVidia went down and Intel/AMD went up. I mean cmon if I were a hyperscaler 'Would I buy CPUs (Vera/Rubin) or from established brands (Intel/AMD)'.. Not saying nVidia wont dominted CPUs one day but not in their 1st year or 1st model itself. Also nVidia venturing into CPU itselfs saying they are accepting the wind is shifting from GPU to CPU. # The only way nVidia can rise now is they got to announce big mullti billion CPU deals with hyper scalers (like how they did with GPUs for all FANG ones). Otherwise Market wonr trust nVidia.

Intelligent_Type6336

AMD because I have some at $3 cb. But I won’t have to pretend.

Most_Lingonberry_409

I think SMH is far enough out it could be okay. AMD idk….

random_agency

PLTR for winner. I'm not so sure a blockade would have the effect you are thinking about TSMC has chip fabs both in US and China. TSMC Taiwanese engineers work in both China and US. I see TSMC could easily bifurcate for China market and US market. NVDA and AMD are both US companies being led by Americans of Taiwanese background. So I don't see how a blocakde would effect them.

mineemage

I sold my Nvidia in late 2023, I think, when they dropped significantly. I think I sold my Meta shares around that same time and for the same reason. Oh, well, I try to console myself with the fact that I at least held onto others, like AMD, Apple, and Cisco. I did sell my initial Intel shares, but I got back in when they dropped even further.

Wonko-D-Sane

Sold 10k worth of AMD at about $5 to do a renovation …. The house ain’t worth as much today

Shredded__

AMD & INTC are just getting started

PaperHandsTheDip

I'm just indexed rn. I'm out of INTC and AMD. I had jan 2027 200c's on AMD from a long time ago and held intc from \~30 to \~60ish. I haven't been in either in a while :/ I got out of many positions far too soon tbh. AI ran harder than I thought

jacku-all

Hindsight is a bitch. If it helps, I dumped AMD when it was $6, Nvidia at $50 etc many years ago.

coding102

Yeah well I wanted to dump everything I had into AMD when it was at $2

judechrist4444

Fair let’s now assume all of these ChatGPT assumptions are true. Does it change the conclusion that Google (along with AMD and the related open-source complex)… Does it change the conclusion that Google will eat away at the closed architecture of Nvidia and OpenAI. Yes you can use ChatGPT for an answer, but love to hear your human thoughts as well.

Informal-Lime6396

> Ironically, the CUDA moat that made $NVDA famous will likely lead to its toppling as king (AMD ROCm is getting good enough). Please explain

Soundsgoood5

I sold CAT at 800, a week later it went to 900. I sold GOOGL at 350, a week later it went to 400. I sold AMD at 420, a week later it went to 460. I sold CRWD at 600, a week later it went to 700. (And before you ask, I'm probably selling a small amount of MU when it gets back to 800.)

fatheadlifter

Given that OP's post is clearly wrong/a mess, I decided to have AI analyze all the ways in which it fails. ChatGPT 5.5-Thinking model to the rescue: "Yeah, this post is a mess. There are a few **plausible directional ideas** buried in it — Google is strong, TPUs matter, ROCm is improving — but the conclusions are mostly sloppy. Here’s what’s wrong. # 1. “OpenAI sets the cadence of AI progress” is too simplistic OpenAI is still one of the main pace-setters, but not *the* pace-setter. Google, Anthropic, xAI, Meta, DeepSeek, Mistral, and others all push the frontier in different directions. Even Google’s own latest Gemini 3.5 Flash model card shows a mixed picture: Gemini beats GPT-5.5 on some tool/workflow benchmarks, but GPT-5.5 beats it on others like Terminal-bench coding. There isn’t one clean winner. So the post starts with a fake binary: “OpenAI now, Google later.” Reality is messier. # 2. “Closed architecture of OpenAI and Nvidia GPUs” is confused OpenAI and Nvidia are not the same kind of “closed.” OpenAI is closed-weight model/software access. Nvidia sells hardware broadly and has a massive developer software platform around CUDA. Google’s Gemini is also mostly closed. Google TPUs are also proprietary Google-designed ASICs made available through Google Cloud, not some open hardware commons. Google describes Cloud TPU as a Google Cloud web service for Google’s custom-developed ASICs. So saying the future is “open-sourced hardware TPUs and software Gemini” is just wrong. # 3. TPUs are not “open-source hardware” This is probably the dumbest sentence in the post. TPUs are **Google proprietary custom ASICs**. They are not open-source hardware in the normal sense. You generally access them through Google Cloud, not by buying open TPU boards and plugging them into your own cluster like commodity GPUs. Google is absolutely doing impressive TPU work, especially Ironwood for inference, but “open-sourced hardware” is fantasy-land wording. Google says Ironwood is its seventh-generation custom TPU and purpose-built for large-scale inference. # 4. Gemini is not “open-source software” Gemini is not open-source. Google has **Gemma** open-weight models. Gemini is the closed/proprietary frontier family. Conflating Gemini with open source is like saying iOS is open source because WebKit exists. Cute, but no. # 5. Hyperscalers are not abandoning Nvidia They are diversifying. Big difference. Google uses TPUs. Amazon has Trainium. Microsoft has Maia. Meta has MTIA. But they are all still heavily using Nvidia because Nvidia remains the default general-purpose AI accelerator ecosystem. CUDA is not just “a programming language.” Nvidia’s own CUDA Toolkit includes libraries, debugging tools, optimization tools, compilers, and runtime components used across embedded systems, workstations, data centers, cloud, and supercomputers. The post treats CUDA like a moat that magically decays. In reality, software moats decay slowly because they are made of tools, libraries, engineers, deployment patterns, bugs already solved, and institutional muscle memory. Very boring. Very powerful. # 6. “Sovereign nations will abandon Nvidia GPUs” is unsupported Sovereign AI projects want supply diversity, control, and national infrastructure. That does not automatically mean “no Nvidia.” In many cases, Nvidia is exactly what they buy because it is available, performant, and supported. Could some sovereign compute shift to custom silicon, AMD, or local chips? Sure. But “abandon Nvidia” is Reddit astrology unless backed by actual procurement data. # 7. “Large corporates will abandon OpenAI” is also too strong Enterprises are multi-vendor. They use OpenAI, Google, Anthropic, Microsoft, AWS, open models, internal models, and whatever is cheapest/safest/good enough for the workload. Google has massive distribution through Workspace, Android, Search, Gmail, YouTube, and Cloud. That’s real. But it doesn’t imply OpenAI disappears. It implies fragmentation. # 8. “Gemini has unique training data: Gmail + YouTube” is partly wrong and potentially backwards YouTube as an ecosystem/data advantage? Plausible. Gmail as training data? That’s a red flag. Google explicitly says Workspace data, including emails and documents, is not used to train or improve Gemini/Search/other underlying models without permission. Google also says Gemini in Gmail does not train foundational models on personal emails and only processes inbox data for specific requested tasks. So if the poster is saying “Google trains Gemini on your Gmail,” that’s not supported by Google’s public policy. # 9. “Gemini is neutral” is laughably overconfident No major LLM is “neutral.” They all have safety layers, RLHF/RLAIF tuning, policy choices, refusals, cultural assumptions, and product incentives. Also, Gemini has had very public bias controversies, especially the 2024 image-generation fiasco where Google paused human image generation after outputs involving historically inaccurate diversity overcorrections. Google’s own CEO acknowledged problems with the model’s responses. So “Grok biased, Gemini neutral” is just team-sports nonsense. # 10. “Closed LLMs like Grok are notoriously biased” is selective Grok may have bias issues. So do Gemini, ChatGPT, Claude, Llama-based systems, etc. Bias is not a closed-vs-open issue. Open models can be biased. Closed models can be biased. The difference is auditability, controllability, deployment flexibility, and provider policy — not magical neutrality. # 11. “CUDA moat will topple Nvidia” is backwards A moat can shrink, but it does not usually cause the castle to collapse. CUDA’s dominance is one reason Nvidia has been so durable. ROCm getting better is real. AMD has improved. But “good enough” has to be good enough across training, inference, libraries, distributed systems, debugging, deployment, model kernels, support, cloud availability, and enterprise procurement. That is a lot more than “PyTorch runs now, bro.” # 12. ROCm helps AMD more than Google The post jumps from “Google TPUs/Gemini win” to “AMD ROCm is getting good enough.” Those are different competitive vectors. ROCm is AMD’s Nvidia alternative. TPUs are Google’s custom accelerator path. If ROCm wins, that does not automatically mean Google wins. If TPUs win, that does not automatically mean AMD wins. It’s like saying Ford will beat Tesla because Toyota’s hybrids are good. Related industry, wrong causal chain. # 13. Nvidia’s advantage is not only CUDA Nvidia’s moat includes: * GPUs/accelerators * CUDA * cuDNN, TensorRT, NCCL, Triton, NIM, etc. * networking/interconnect * full racks/systems like GB200/NVL * supply chain * developer familiarity * cloud availability * enterprise support * fast model/framework optimization CUDA is the headline, not the whole machine. # 14. Google can win parts of AI without “beating OpenAI and Nvidia” This is the biggest conceptual mistake. Google can be a huge AI winner through Search, Ads, Cloud, Workspace, Android, YouTube, Gemini subscriptions, agents, and TPUs. That does **not** require OpenAI losing. It does **not** require Nvidia collapsing. It does **not** require CUDA failing. It does **not** require TPUs becoming open-source. Multiple companies can win because AI demand is enormous. # 15. The “Google AI complex” thesis ignores customer preference Developers and companies often want portability. Nvidia GPUs are everywhere: AWS, Azure, Google Cloud, Oracle, CoreWeave, on-prem clusters, national labs, enterprise data centers. TPUs are powerful, but they tie you more closely to Google’s ecosystem. That may be great for some workloads, especially Google-native users. But it is not automatically better for everyone. # 16. It ignores Nvidia’s role in serving OpenAI itself OpenAI’s GPT-5.5 page explicitly says the model is built and served on Nvidia GB200 NVL72 systems. So the “OpenAI vs Nvidia vs Google” framing is goofy. OpenAI and Nvidia are deeply linked, but Nvidia also sells to Google Cloud, xAI, Meta, sovereign projects, enterprises, and basically everyone else who wants serious AI compute. # 17. “Gemini will beat OpenAI” depends on the metric On cost? Google may win many use cases. On Workspace integration? Google has a huge advantage. On Search distribution? Huge advantage. On frontier reasoning? Mixed. On coding? Mixed. On user preference? Mixed. On enterprise deployment? Mixed. Artificial Analysis recently ranked GPT-5.5 as leading on GDPval-AA, a benchmark for economically useful tasks, ahead of Claude Opus 4.7 and Gemini 3.1 Pro Preview. Google’s Gemini 3.5 Flash model card shows Gemini is very competitive, but not a clean “beats OpenAI” story across the board. # Bottom line The post is wrong because it turns a reasonable thesis — **Google is a serious AI winner and TPUs matter** — into a pile of overclaims: **TPUs are not open source. Gemini is not open source. Gemini is not neutral. Gmail is not simply training data. Hyperscalers are not abandoning Nvidia. ROCm does not equal Google. CUDA is not about to topple itself. And AI is not winner-take-all.** The better version of the thesis would be: > That version is sane. The Reddit version is finance-bro fan fiction with a TPU sticker on it." Sick burns from an LLM! I don't know why people are so worried that AI produces slop and is incorrect, when it's the humans we need to watch out for.

South_Mix5953

In high school I took part in a stock market simulation game which gave you a fixed amount of money virtually and let you invest it. I was a Warcraft nerd and had no idea of investment, so I bought all kinds of information technology stuff that I knew (Apple, Microsoft, AMD, Intel, Nvidia and Blizzard stocks IIRC). I did not do very well in the game because the timeframe was 3 months and my investments were to low risk. This was 20 years ago. If I just invested the little money I had back then in the stocks I selected, I would not have to work anymore today.

chili01

Did the same with AMD. Sold em at a profit because I thought, "Nvidia has split multiple times by now, what is AMD doing?!"

ihateduckface

I did the same thing but with AMD shares at $3. Sold 1000 to pay for a vacation to Mexico.

Tpk2893

Me and AMD 7 years ago.

CrAkKedOuT

Sometime I look back and see I had a lot of AMD at $9 then some Bitcoin at $500. 🥹

Scared-Signature-452

I am really worried about all my nasdaq stocks. Should I go to all cash for the next few months? does anyone have any suggestions -- I have MSFT, ASTS, META, ROKU, INTC, PLTR, AMD, RKLB

Specialist_Exam_8433

If there's a CPU shortage then why were earnings so mid? I mean when NVDA was blowing out earnings it was crazy, expectations were 20 billion and they would guide for 30 billion. Now we got AMD projecting 11 billion against 10 billion expected which sure is a beat but isn't like with NVDA.

Available-Coffee-700

Workspace is used by SMBS, enterprises use Microsoft products and software enterprises AWS and Azure. GCP goes well because there is huge demand for compute, but still behind AWS and Azure. Also there is no point in comparison between them for AI compute. All have Chips running at full capacity and will have for many years to come, are they gonna disclose how much of the GCP growth is coming due to Nvidia chips? Of course they won't, and sell the TPU story. On other news, nvidia chips saved elon musk bum business from IPO collapse as the 80% of spacex revenue is nvidia chips compute sold to anthropic. And who uses AMD? Zuck who orders every chip available and still doesn't know how to monetize their data centers