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2024-01-23

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The Next Nvidia? 2024 Will Be a Make-or-Break Year for AMD

Can Advanced Micro Devices catch its larger rival in the AI chip market?

The Next Nvidia? 2024 Will Be a Make-or-Break Year for AMD

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2024 Will Be a Make-or-Break Year for AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-23 19:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/01/23/the-next-nvidia-2024-will-be-a-make-or-break-year/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD's current valuation has priced in substantial operational improvements for 2024 and beyond.Can the company's new MI300X AI chips live up to lofty expectations?In 2023, artificial intelligence (AI)...</p>\n\n<a href=\"https://www.fool.com/investing/2024/01/23/the-next-nvidia-2024-will-be-a-make-or-break-year/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4554":"元宇宙及AR概念","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4512":"苹果概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4585":"ETF&股票定投概念","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4567":"ESG概念","BK4141":"半导体产品","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4529":"IDC概念","BK4575":"芯片概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4587":"ChatGPT概念","BK4566":"资本集团","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4550":"红杉资本持仓","BK4579":"人工智能","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","AMD":"美国超微公司","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4551":"寇图资本持仓","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0079474960.USD":"联博美国增长基金A"},"source_url":"https://www.fool.com/investing/2024/01/23/the-next-nvidia-2024-will-be-a-make-or-break-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2405424143","content_text":"AMD's current valuation has priced in substantial operational improvements for 2024 and beyond.Can the company's new MI300X AI chips live up to lofty expectations?In 2023, artificial intelligence (AI) quickly rocketed to the forefront of investors' minds and pocketbooks. And shares in the industry leader, Nvidia, ballooned 237% over the last 12 months as its revenue and profits soared. This stemmed from rising demand for the company's graphics processing units (GPUs) for running and training the most advanced AI applications.Advanced Micro Devices stock rose 137% in the same period. But unlike Nvidia, AMD's rally was more based on future expectations (third-quarter revenue grew just 4% compared to Nvidia's 206%). So, in 2024, AMD will have to prove itself deserving of all the hype. A history of rivalrySince it acquired ATI Technologies in 2006, AMD has been a direct competitor to Nvidia in the market for GPUs. These computer chips work by running multiple tasks simultaneously (parallel processing) -- a technique that turned out to have huge potential for training the vast amounts of data required for generative artificial intelligence applications.And the potential market for AI-capable enterprise GPUs makes the video game industry look like a chump change.According to AMD, the $45 billion AI chip market could rise almost tenfold to $400 billion by 2027. To take advantage of the opportunity, AMD has released its MI300X family of chips designed to compete with Nvidia's flagship H100 for AI data center clients.What do the new products mean for AMD's operations?AMD's management expects the new chips to generate $2 billion in additional sales in 2024, which is somewhat modest considering the potentially huge total addressable market. However, analysts at Barclays believe this number could be closer to $4 billion. And this would represent an 18% growth rate compared to AMD's trailing-12-month revenue, assuming all its other businesses remain constant.That's a lot of growth to get from one type of product. And if AMD's lofty projections about AI chip demand hold true, investors should expect sales to scale up dramatically between 2025 and 2027.But even in the best-case scenario, AMD still lags behind Nvidia, which saw its data center chip business add $4.9 billion in sales between the second and third quarters of calendar year 2023 alone.AMD is poised to be a solid choiceWith a forward price-to-earnings (P/E) multiple of 43, AMD's stock is dramatically more expensive than Nvidia, which trades for a comparatively modest 29 times projected earnings. This disparity is surprising considering Nvidia's significantly faster growth rate and faster product release/update cycle, which can lead to better pricing power.That said, investors shouldn't see artificial intelligence as a zero-sum game. The market is growing fast enough for many companies to succeed. And although later to market than its rival, AMD could establish a niche through lower prices and better value for money. The upstart could make a solid pick as part of a balanced and diversified investment portfolio.","news_type":1,"symbols_score_info":{"AMD":1,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1016,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":30,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}