bubbly9
09-28

$Advanced Micro Devices(AMD)$ AMD is an Intel $Intel(INTC)$ competitor, and did a good job at it because Intel fucked around with their R&D and didn't make any of their milestones for over a decade. Partly that is due to them being arrogant when they had monopoly power.

Most of Nvidia's profit comes from data center/AI cards. AMD really isn't a competitor on that front. Maybe in 5-10 years when they have a good solution and Nvidia takes their foot off the gas, but I don't see that happening.

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