$Advanced Micro Devices(AMD)$ $NVIDIA Corp(NVDA)$
Time To Market is about to be drastically reduced at AMD, greatly increasing annual revenue in 2025. AMD is on a path that will enable AMD to exceed Nvidia revenue levels.
Recently both AMD & Nvidia have announced a 1 year cadence for developing GPU. This was a game changer initiated by and announced first by Nvidia. Nvidia could do this because of their extensive in house software & hardware integration capabilities. Nvidia has become a software company that makes great chips. Nvidia is a true System Design house vertically integrated from the Chip level up.
This is what enabled Nvidia’s meteoric rise from $24B annual Revenue to $100B.
This evolution into a System Design House has been in process at AMD since the acquisition of Xilinx. However Dr Lisa Su has initiated this on a much more broad basis than Nvidia. This evolution process was culminated with the purchase of ZT and the vertical integration of its 1000+ AI System Engineers into AMD. It’s an extremely rapid integration facilitated by the fact that AMD and ZT have already been working together for years. ZT has been integral with the design & development of the MI250 & MI300 series GPU.
As a result AMD sales will be rapidly accelerated, just as we have witnessed at Nvidia. AMD will enjoy a surge to $40B + annual revenue in 2025 with greatly increased market share. However AMD is more broadly integrated. AMD will advance AI in Data Center, Enterprise, Embedded, Edge and End Point AI compute, more broadly based with AMD GPU, APU, NPU, X86 CPU, Adaptive FPGA and ASIC.
Nvidia cannot go where AMD is going because it failed to acquire ARM and is has not created such a broad product mix.
This will catapult AMD ahead first reaching parity with Nvidia Revenue, then with its more broad advancement, eventually exceeding Nvidia revenue levels over the next few years.
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