AMD will be next NVDA!

$Advanced Micro Devices(AMD)$ I think that AMD can get much more than 10% AI market share, that's because $NVIDIA Corp(NVDA)$ has a supply problem, and also carries super high costs, these two items will allow AMD to grow quickly as soon as their supply ramps up, which has been underway for a while.

AMD also will likely out-perform Nvidia in terms of being first out the gate with meaningful HW improvements, that's because of their chiplet advantage. The open software initiative is growing at a very rapid pace, which is set to reduce reliance on Nvidia's proprietary software, that will further assist AMD to gain share.

There are also two alliances, with big names attached, that are rapidly resolving the interconnect issues, these initiatives will further reduce reliance on Nvidia, allowing AMD to capture much more market share than a measly 10%.

In addition, AMDs expanding EPYC sales will come with attach rates for GPU and other accelerators based on FPGA and DPU's, which will further grow % share.

Finally,AMD is more diversified than Nvidia, they will enter into new markets assisted by the AI wave. For example, AMD had been historically shut out from the laptop sector by the $Intel(INTC)$ - $Microsoft(MSFT)$-Nvidia block, however, with AI under its belt, AMD has a good chance to get into laptops with their latest Strix "AI enabled" APU's, if that happens, their entry will remain "sticky" no matter where AI goes later on.