$NVIDIA(NVDA)$ is reportedly halting testing of $Intel(INTC)$ 's 18A process due to concerns over maturity, commercial viability, and yield rates. $NVIDIA(NVDA)$ prioritises established, high-yield partners like $Taiwan Semiconductor Manufacturing(TSM)$ to ensure delivery schedules and performance targets for its in-demand AI chips. However, this does not mean an end to collaboration; $NVIDIA(NVDA)$ will insist on focusing on proven, high-quality processes until 18A meets required standards.
$Advanced Micro Devices(AMD)$ The AI powerhouse just rolled out its multi-year roadmap, and the growth trajectory in artificial intelligence appears particularly noteworthy
$NVIDIA(NVDA)$ 's growth trajectory remains unstoppable. Industry projections indicate global data center capital expenditures are poised for exponential expansion, potentially reaching multi-trillion dollar levels within the coming years. This seismic industry growth solidifies $NVIDIA(NVDA)$ 's position as the crown jewel among tech titans.
$Advanced Micro Devices(AMD)$ Major policy shifts take time to ripple through economic systems. Regulatory streamlining combined with strategic energy initiatives could potentially unlock new growth vectors. When fully implemented, these mechanisms may catalyze the next expansion phase.
$Advanced Micro Devices(AMD)$ 's data center play is getting spicy with that projected 60%+ CAGR over 3-5 years, riding the AI demand wave like a pro surfer catching the perfect swell.