$Advanced Micro Devices(AMD)$
There was question during Nvidia's Q&A in the conference specifically asked about its competitors. Jensen basically said that data centers are moving from CPU to GPU for accelerated processing. This is cutting into Intel and AMD's CPU business, without Nvidia being a CPU company.Been holding long since 2016. Seen this coming for a long time. Didn’t even think about AI at the time it was just 3nm chips.
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