$美国超微公司(AMD)$ $AMD is currentl

$美国超微公司(AMD)$ $AMD is currently disrupting $NVDA and will take a large % of its marketshare in AI for 2 key reasons:

1. Declining CUDA Lock-in: NVIDIA's CUDA software has been a major factor in their success, but its grip is loosening as PyTorch, a more versatile framework, gains traction. AMD GPUs are now compatible with PyTorch, making them a more attractive option for developers.

2. Chiplet Architecture Advantage: AMD's chiplet architecture enables them to produce high-performing GPUs at lower costs. While chiplet-based GPUs initially have lower margins, AMD's iterative approach suggests they will eventually outperform NVIDIA in both performance and price. NVIDIA's reluctance to embrace chiplets could prove costly as AMD gains momentum.

In essence, AMD is chipping away at NVIDIA's software moat and taking advantage of their chiplet architecture advantage. This combination puts AMD on track to disrupt NVIDIA's AI dominance in the long run.

AMD Plunge: Chip Stocks Start to Pull Back?

AMD fell 10% in after-hours trading. While AMD's fourth-quarter financial report exceeded analysts' revenue expectations, the guidance for the first quarter fell short of expectations. Affected by AMD's earnings, other semiconductor stocks also fell in the after hour trading. ------------- Will chip stocks start to pull back following AMD's earnings? Are you bullish or bearish on QCOM's earnings? Which chip stock is a better choice to invest in AI?

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BartonBecky
01-18
BartonBecky
👏 Impressive analysis! 👏 AMD's disruption of NVIDIA is unstoppable.

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Declining CUDA Lock-in: NVIDIA's CUDA software has been a major factor in their success, but its grip is loosening as PyTorch, a more versatile framework, gains traction. AMD GPUs are now compatible with PyTorch, making them a more attractive option for developers.\n2. Chiplet Architecture Advantage: AMD's chiplet architecture enables them to produce high-performing GPUs at lower costs. While chiplet-based GPUs initially have lower margins, AMD's iterative approach suggests they will eventually outperform NVIDIA in both performance and price. NVIDIA's reluctance to embrace chiplets could prove costly as AMD gains momentum.\nIn essence, AMD is chipping away at NVIDIA's software moat and taking advantage of their chiplet architecture advantage. This combination puts AMD on track to disrupt NVIDIA's AI dominance in the long run.</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> $AMD is currently disrupting $NVDA and will take a large % of its marketshare in AI for 2 key reasons:\n1. Declining CUDA Lock-in: NVIDIA's CUDA software has been a major factor in their success, but its grip is loosening as PyTorch, a more versatile framework, gains traction. AMD GPUs are now compatible with PyTorch, making them a more attractive option for developers.\n2. Chiplet Architecture Advantage: AMD's chiplet architecture enables them to produce high-performing GPUs at lower costs. While chiplet-based GPUs initially have lower margins, AMD's iterative approach suggests they will eventually outperform NVIDIA in both performance and price. 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