Long term bet on AMD

$Advanced Micro Devices(AMD)$ For innovation, I'm not really seeing $NVIDIA Corp(NVDA)$ , there is some for sure, but not that much. The exception is that for sales and marketing innovation, they are #1, engineering is #2 IMO. A problem that Nvidia has, is their marketing snake oil was geared up for gaming, the DC stuff is a different beast. I'm not a gamer, and what I see coming from Nvidia turns me off big time, I do not trust Nvidia at all.

AMD is nuts and bolts all the way, there's no snake oil to worry about, that's one reason why I choose AMD for the work that I do. I used to use $Intel(INTC)$ , they were the best, but that was years ago, I could see Intel was dying, and I got really excited when AMD started to restructure, Intel needed a competitor really bad, it was a dead company.

What Intel had, was a deeply entrenched presence in the market, people were buying Intel only because it was Intel. There was a saying "No one ever got fired for buying Intel", I think originally that was applied to $IBM(IBM)$ . It took a very long time for AND to dethrone Intel.

Nvidia was deeply entrenched in the gaming sector, they are not nearly as entrenched in the DC sector, only for the AI stuff, while AMD has earned a strong reputation in the CPU server sector (consumer, and pro workstation as well), so it's not going to be as difficult for AMD to change minds, especially when delivering more value for the $ and not entrapping customers inside a walled garden. AMD is also integrating their CPU tech with their GPU tech, which I think is the future, while Nvidia has barely begun, and they only have $ARM Holdings Ltd(ARM)$ CPU tech to work with, in a sector that ARM has not gained significant traction yet. Thankfully, regulators did their job and denied Nvidia's attempt to monopolize ARM, it would have been terrible to see ARM under Nvidia's monopolistic control.

We'll see what happens. The one thing that I know from personal experience, is that being stuck with a monopolistic company is always an awful experience, and that experience will work against Nvidia, something that AMD is well aware of, and taking advantage of by following a route that allows companies to get out of Nvidia's trap, and for new entrants, avoid the trap altogether.

My long term bet is on AMD, and it's at a decent price vs Nvidia (the valuation is insanely too high).