Camp A: The AI 2nd Position Believers - Chasing the trend
Buying AMD now is like backing the ultra talented underdog fighter in a heavy weight championship.
NVIDIA holds the crown but Big Tech is desperate for an alternative. Cloud giants don't want to be held hostage by a single supplier's pricing.
The Logic: AMD's next gen AI chips are stepping up to meet the challenges. If you believe CEO Lisa Su can successfully capture a slice of the booming AI data centre market, the promise of doubling revenue by 2027 is inevitable.
However Camp B is cautious. Take your profits now & wait for pullback.
I am in Camp B, waiting to bargainhunt.
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- joozyΒ·09-16 19:12TOPMI300X efficiency on inference is the part people keep glossing over. If that keeps landing with cloud buyers, the 2nd spot debate gets a lot less theoretical1Report