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$NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ Are we surprised that AMD lowered guidance? After all, they did reduce its orders of chips from TSMC for 2025. This was due to uncertainty about demand for the MI325, a competitor to Nvidia's H200. Why would hyperscalers want the equivalent of the H200 from AMD when Nvidia's far superior Blackwell is available. So, AMD reduced orders from TSMC while Blackwell is completely sold out for 2025... insane demand. TSMC production capacity that was reduced from AMD is picked up by NVIDIA. This means more revenue for NVIDIA in 2025 with possibly an even larger market share. The ER next month will set up what will be a monster 2025.

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