Data center market share across $NVIDIA Corp(NVDA)$, $Intel(INTC)$, $Advanced Micro Devices(AMD)$.
GPU demand continues to be the driving force in the industry.
Demand should begin to stabilize as AMD releases their MI300 and demand for AI applications becomes clearer.
Additionally, the hyperscalers are hoping the MI300 will be competitive to $NVIDIA Corp(NVDA)$'s offerings. This gives them a more diversified supply chain and negotiating power with Nvidia.
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$NVDA revenue by segment:
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Quarterly Revenue by Segment for $Advanced Micro Devices(AMD)$
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Source: https://twitter.com/AITechInvesting/status/1729214813329326393
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Comments
Eventually there will be more GPUs in data centers than humans on earth, then 10x, then 100x, and it'll just keep going because they always add more value and produce instant ROI for everyone.
Doesn't Nvidia have a forward PE of 30 for next year at the current valuation? Their data center is basically a monopoly
What’s special about their data centers? I build them and all businesses have pretty lucrative data centers
AMD, and Intel are the only real competitors and their gpu line ups are years behind nvidias.
1000%+ profit on their AI data center chips and unlimited demand for them.