henshengqi
10-31

$Advanced Micro Devices(AMD)$ It's a long game. Now it's $NVIDIA Corp(NVDA)$ 'a time apparently, but as the years go on ML will be integrated from Center to Edge. That's AMD's game. AMD's partnership with $Intel(INTC)$ to ensure X86 superiority is a key long term move.Dr. Su...Dr. Su quite a strategic thinker. INTC has been bypassed....for now...maybe for good? NVDA is a specialist. AMD will win the long term game, IMHO. There is something else: LLMs are crude representations of NNs. They do what they do through crushing and very expensive power....100,000 GPUs really, why so small. This sort of inefficiency sets up disruption.

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