RandyHall
2023-12-20

$Advanced Micro Devices(AMD)$ AMD CEO Dr. Lisa Su recently expressed her views on the competitive landscape of AI at the 2023 Code Conference in Dana Point, California. She stated that she is "not a believer in moats when the market is moving as fast as this". This statement suggests that she believes that the field of AI is still open and fluid, and that competitors should not rely on the traditional concept of moats to protect their market share.

This view is in contrast to Nvidia's current position as the leader in AI. However, I believes that the next 10 years will be different from the last 10 years in terms of AI development, and that an open-source approach will benefit the industry by allowing for more collaboration and innovation.

# US Stocks Opportunities

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

  • Top
  • Latest
empty
No comments yet