$Advanced Micro Devices(AMD)$

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$Advanced Micro Devices(AMD)$ It's clear from the start that Jensen Huang has envisioned that SaaS will be the key impediment against losing the edge against AMD. And also, infiniband. While OpenAI is trying to prove that ethernet works maybe just as well, it remains to be seen. Nvidia thinks interconnect is the key to winning in the data center at scale with its AI chips. Huang demonstrated he has the vision way ahead of his peers. Hence, I believe he knows how to lock AMD out for some time to come.

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