AMD Surges Ahead

jinxie
10-09

$Advanced Micro Devices(AMD)$

  • Amd has taken a lot of $Intel(INTC)$ Intel’s marketshare in a lot of different ways

  • In Datacenter/AI CPU space Amd currently blows Intel out of the water. Intel has taken the lead for like two weeks and AMD is coming out with Turin in a week. Turin will blow Intels offering off the board.

  • Yes Nvidia $NVIDIA Corp(NVDA)$ is the leader by a long shot but your second place offering is going to be AMD. Keep in mind Nvidia does more of the GPU stuff.

  • Amd has continued to grow especially in high margin Datacenter and their margins are very healthy.

  • Amd leads in individual desktop chip cpu sales too. After the 13th and 14th gen debacle Intel had a lot more people are going with AMD. Amd also has essentially has the best offerings as well.

  • Amd only owns 25%ish of the Laptop market. They have room to grow quite a lot here if they get aggressive with it. **Easier said than done.

The final thing that people aren’t paying attention to is that these Datacenter/Server/AI contracts typically run for a couple years and when you gain a massive customer base unless you really fuck up they aren’t very likely to change.

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