BaronLyly
08-30

$Advanced Micro Devices(AMD)$ AMD AI chip sales have begun to eat into $NVIDIA Corp(NVDA)$ similar to how they began with $Intel(INTC)$ . Intel is going to be completely taken over by AMD as the grand pivot takes place. AMD will continue to chip away at NVDA with future generations of the MI family AI chips. Recent acquisitions will allow them to ramp up rack-scale solutions and underlying fabric.

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