Nvidia is speeding up its cadence. Why that could be bad news for rivals.

Hilliton324
2023-10-17

$NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ Guess that % depends on exactly your project and the NVDA hardware.

GPT has 90 to 99% convertible. We still have the issue of AMD addressing the whole AI market not just training where CUDA is not required to do the job.

The HIP (Heterogeneous Computing Interface for Portability) tool, developed by AMD, can convert a significant portion of CUDA code to be compatible with AMD hardware. According to various sources, around 90-99% of CUDA code can be automatically converted. However, the exact percentage can vary depending on the specific features and functions used in the CUDA code. The remaining code may require manual intervention and can be troubleshooted using available HIP debugging tools. Please note that these figures are estimates and actual results may vary based on the complexity and specifics of the CUDA code being converted.

Will Semi earnings drive stocks higher?
Semiconductor stocks like ASML, TSM will release earnings in the two weeks. Recently, semiconductor stocks show strength amidst weak performance of broader market. ---------- How do you expect earnings of Semiconductor stocks? Will earnings boost the semicondutor's performance?
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