Is AMD the Sleeping Giant of Artificial Intelligence?

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Is AMD the Sleeping Giant of Artificial Intelligence?

Motley Fool06-24

Nivdia may be the 800-pound gorilla on the block, but AMD aims to offer it some competition.Tne smaller chipmaker is seeing more interest from cloud computing providers as an alternative.AMD's efforts...

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WealthBuilder
·06-24
Buy King NVidia 100% if you have $X , no reason to buy AMD
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href=https://www.fool.com/investing/2024/06/23/is-amd-sleeping-giant-of-artificial-intelligence/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nivdia may be the 800-pound gorilla on the block, but AMD aims to offer it some competition.Tne smaller chipmaker is seeing more interest from cloud computing providers as an alternative.AMD's efforts...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/23/is-amd-sleeping-giant-of-artificial-intelligence/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0109392836.USD","symbol_name":"富兰克林科技股A","start_time":0,"source_url":"https://www.fool.com/investing/2024/06/23/is-amd-sleeping-giant-of-artificial-intelligence/","article_id":"2445145037","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2445145037","pubTimestamp":1719200601,"sourceInfo":{"source_id":"fool_stock","name":"Motley 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providers as an alternative.AMD's efforts have not gone unnoticed as its stock is richly priced right now.Nvidia has had quite the rise thanks to its best-in-class data center graphics processing units (GPUs). But it's not the only company that offers these products. Advanced Micro Devices is another competitor in this space and has seen some success even if it's not nearly to the level that Nvidia has achieved.So, is AMD the sleeping giant of artificial intelligence (AI) investing? Or are its current aspirations too much of a stretch?AMD is still light-years behind NvidiaOne positive AMD has going for it compared to Nvidia is that it's a much broader company. Instead of focusing solely on GPUs and the other products that support their integration, AMD has other product lines, like CPUs for desktops, embedded processors, and other data center equipment. This helps protect AMD in a downturn.On the other hand, it hurts when there is a boom in one particular industry like there is right now with data center GPUs. This difference can be seen in each company's data center revenue streams.CompanyQ1 Data Center RevenueGrowth (YOY)Growth (QOQ)AMD$2.3 billion80%2%Nvidia$22.6 billion427%23%Data sources: AMD and Nvidia. Note: AMD's Q1 ended March 31, and Nvidia's Q1 ended April 28. YOY = year over year. QOQ = quarter over quarter.To be frank, AMD is getting demolished in the AI arms race by Nvidia. Whether it's from a raw revenue standpoint or growth, AMD's business looks minuscule compared to Nvidia's. However, that may be turning around.Many of the largest purchasers of GPUs are cloud computing providers, which rent out computing power to clients that don't need an ultra-powerful computer at all times. These companies (like Microsoft) have recently purchased more AMD GPUs to avoid getting locked into one ecosystem.However, with most customers clamoring for Nvidia GPUs due to their raw performance, AMD will maintain its position only as an alternative pick, not a first choice. This is the unfortunate situation AMD finds itself in, but it still could be a worthy investment if it could be picked up at a reasonable price.AMD's stock is barely cheaper than Nvidia'sPinpointing fantastic businesses is already difficult, but ensuring you don't overpay for a stock is also challenging. Fortunately for AMD, analyzing its stock valuation is quite easy.I'll use AMD's forward price-to-earnings (P/E) ratio to value the stock, as the company is going through significant change due to the AI arms race, which renders the trailing P/E useless. I'll also compare it to Nvidia's valuation.AMD PE Ratio (Forward) data by YChartsUntil recently, AMD was more expensive than Nvidia despite getting smoked in nearly all aspects. After Nvidia's latest run-up, that is no longer true.However, investors would be silly to crown AMD as the superior investment to Nvidia based on a slightly cheaper P/E ratio. You must pay for quality businesses, but AMD's discount isn't enough to justify owning the stock. Although AMD is a sleeping giant in AI, it will likely stay sleeping because of Nvidia's outright dominance.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":320207331348600,"gmtCreate":1719204559717,"gmtModify":1719204563344,"author":{"id":"4171803256903022","authorId":"4171803256903022","authorIdStr":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"4171803256903022"},"htmlText":"Buy King NVidia 100% if you have $X , no reason to buy AMD","listText":"Buy King NVidia 100% if you have $X , no reason to buy AMD","text":"Buy King NVidia 100% if you have $X , no reason to buy AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320207331348600","repostId":2445145037,"repostType":2,"repost":{"id":"2445145037","pubTimestamp":1719200601,"share":"https://ttm.financial/m/news/2445145037?lang=&edition=fundamental","pubTime":"2024-06-24 11:43","market":"us","language":"en","title":"Is AMD the Sleeping Giant of Artificial Intelligence?","url":"https://stock-news.laohu8.com/highlight/detail?id=2445145037","media":"Motley Fool","summary":"AMD competes against Nvidia in many of its data center product lines.","content":"<html><head></head><body><ul style=\"\"><li><p>Nivdia may be the 800-pound gorilla on the block, but AMD aims to offer it some competition.</p></li><li><p>Tne smaller chipmaker is seeing more interest from cloud computing providers as an alternative.</p></li><li><p>AMD&#39;s efforts have not gone unnoticed as its stock is richly priced right now.</p></li></ul><p>Nvidia has had quite the rise thanks to its best-in-class data center graphics processing units (GPUs). But it&#39;s not the only company that offers these products. Advanced Micro Devices is another competitor in this space and has seen some success even if it&#39;s not nearly to the level that Nvidia has achieved.</p><p>So, is AMD the sleeping giant of artificial intelligence (AI) investing? Or are its current aspirations too much of a stretch?</p><h2 id=\"id_1008486879\">AMD is still light-years behind Nvidia</h2><p>One positive AMD has going for it compared to Nvidia is that it&#39;s a much broader company. Instead of focusing solely on GPUs and the other products that support their integration, AMD has other product lines, like CPUs for desktops, embedded processors, and other data center equipment. This helps protect AMD in a downturn.</p><p>On the other hand, it hurts when there is a boom in one particular industry like there is right now with data center GPUs. This difference can be seen in each company&#39;s data center revenue streams.</p><table style=\"border-collapse:collapse;\"><tbody><tr><th style=\"text-align:left;\"><p>Company</p></th><th style=\"text-align:left;\"><p>Q1 Data Center Revenue</p></th><th style=\"text-align:left;\"><p>Growth (YOY)</p></th><th style=\"text-align:left;\"><p>Growth (QOQ)</p></th></tr><tr><td style=\"text-align:left;\"><p>AMD</p></td><td style=\"text-align:left;\"><p>$2.3 billion</p></td><td style=\"text-align:left;\"><p>80%</p></td><td style=\"text-align:left;\"><p>2%</p></td></tr><tr><td style=\"text-align:left;\"><p>Nvidia</p></td><td style=\"text-align:left;\"><p>$22.6 billion</p></td><td style=\"text-align:left;\"><p>427%</p></td><td style=\"text-align:left;\"><p>23%</p></td></tr></tbody></table><p>Data sources: AMD and Nvidia. Note: AMD&#39;s Q1 ended March 31, and Nvidia&#39;s Q1 ended April 28. YOY = year over year. QOQ = quarter over quarter.</p><p>To be frank, AMD is getting demolished in the AI arms race by Nvidia. Whether it&#39;s from a raw revenue standpoint or growth, AMD&#39;s business looks minuscule compared to Nvidia&#39;s. However, that may be turning around.</p><p>Many of the largest purchasers of GPUs are cloud computing providers, which rent out computing power to clients that don&#39;t need an ultra-powerful computer at all times. These companies (like <strong>Microsoft</strong>) have recently purchased more AMD GPUs to avoid getting locked into one ecosystem.</p><p>However, with most customers clamoring for Nvidia GPUs due to their raw performance, AMD will maintain its position only as an alternative pick, not a first choice. This is the unfortunate situation AMD finds itself in, but it still could be a worthy investment if it could be picked up at a reasonable price.</p><h2 id=\"id_2507952029\">AMD&#39;s stock is barely cheaper than Nvidia&#39;s</h2><p>Pinpointing fantastic businesses is already difficult, but ensuring you don&#39;t overpay for a stock is also challenging. Fortunately for AMD, analyzing its stock valuation is quite easy.</p><p>I&#39;ll use AMD&#39;s forward price-to-earnings (P/E) ratio to value the stock, as the company is going through significant change due to the AI arms race, which renders the trailing P/E useless. I&#39;ll also compare it to Nvidia&#39;s valuation.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f420f44babf87b7d87bc24ee8582f09e\" tg-width=\"720\" tg-height=\"456\"/></p><p>AMD PE Ratio (Forward) data by YCharts</p><p>Until recently, AMD was <em>more</em> expensive than Nvidia despite getting smoked in nearly all aspects. After Nvidia&#39;s latest run-up, that is no longer true.</p><p>However, investors would be silly to crown AMD as the superior investment to Nvidia based on a slightly cheaper P/E ratio. You must pay for quality businesses, but AMD&#39;s discount isn&#39;t enough to justify owning the stock. Although AMD is a sleeping giant in AI, it will likely stay sleeping because of Nvidia&#39;s outright dominance.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is AMD the Sleeping Giant of Artificial Intelligence?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs AMD the Sleeping Giant of Artificial Intelligence?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-24 11:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/06/23/is-amd-sleeping-giant-of-artificial-intelligence/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nivdia may be the 800-pound gorilla on the block, but AMD aims to offer it some competition.Tne smaller chipmaker is seeing more interest from cloud computing providers as an alternative.AMD's efforts...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/23/is-amd-sleeping-giant-of-artificial-intelligence/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0109392836.USD":"富兰克林科技股A","BK4503":"景林资产持仓","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4551":"寇图资本持仓","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4573":"虚拟现实","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4023":"应用软件","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4592":"伊斯兰概念","BK4532":"文艺复兴科技持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","AMD":"美国超微公司","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","LU0079474960.USD":"联博美国增长基金A","BK4585":"ETF&股票定投概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD"},"source_url":"https://www.fool.com/investing/2024/06/23/is-amd-sleeping-giant-of-artificial-intelligence/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2445145037","content_text":"Nivdia may be the 800-pound gorilla on the block, but AMD aims to offer it some competition.Tne smaller chipmaker is seeing more interest from cloud computing providers as an alternative.AMD's efforts have not gone unnoticed as its stock is richly priced right now.Nvidia has had quite the rise thanks to its best-in-class data center graphics processing units (GPUs). But it's not the only company that offers these products. Advanced Micro Devices is another competitor in this space and has seen some success even if it's not nearly to the level that Nvidia has achieved.So, is AMD the sleeping giant of artificial intelligence (AI) investing? Or are its current aspirations too much of a stretch?AMD is still light-years behind NvidiaOne positive AMD has going for it compared to Nvidia is that it's a much broader company. Instead of focusing solely on GPUs and the other products that support their integration, AMD has other product lines, like CPUs for desktops, embedded processors, and other data center equipment. This helps protect AMD in a downturn.On the other hand, it hurts when there is a boom in one particular industry like there is right now with data center GPUs. This difference can be seen in each company's data center revenue streams.CompanyQ1 Data Center RevenueGrowth (YOY)Growth (QOQ)AMD$2.3 billion80%2%Nvidia$22.6 billion427%23%Data sources: AMD and Nvidia. Note: AMD's Q1 ended March 31, and Nvidia's Q1 ended April 28. YOY = year over year. QOQ = quarter over quarter.To be frank, AMD is getting demolished in the AI arms race by Nvidia. Whether it's from a raw revenue standpoint or growth, AMD's business looks minuscule compared to Nvidia's. However, that may be turning around.Many of the largest purchasers of GPUs are cloud computing providers, which rent out computing power to clients that don't need an ultra-powerful computer at all times. These companies (like Microsoft) have recently purchased more AMD GPUs to avoid getting locked into one ecosystem.However, with most customers clamoring for Nvidia GPUs due to their raw performance, AMD will maintain its position only as an alternative pick, not a first choice. This is the unfortunate situation AMD finds itself in, but it still could be a worthy investment if it could be picked up at a reasonable price.AMD's stock is barely cheaper than Nvidia'sPinpointing fantastic businesses is already difficult, but ensuring you don't overpay for a stock is also challenging. Fortunately for AMD, analyzing its stock valuation is quite easy.I'll use AMD's forward price-to-earnings (P/E) ratio to value the stock, as the company is going through significant change due to the AI arms race, which renders the trailing P/E useless. I'll also compare it to Nvidia's valuation.AMD PE Ratio (Forward) data by YChartsUntil recently, AMD was more expensive than Nvidia despite getting smoked in nearly all aspects. After Nvidia's latest run-up, that is no longer true.However, investors would be silly to crown AMD as the superior investment to Nvidia based on a slightly cheaper P/E ratio. You must pay for quality businesses, but AMD's discount isn't enough to justify owning the stock. Although AMD is a sleeping giant in AI, it will likely stay sleeping because of Nvidia's outright dominance.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":12,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}