@Simonwhite 1 month ago
Advanced Micro Devices Growth
Advanced Micro Devices Growth
it's really interesting to see the market looking for the next wave of ai winners beyond the usual names. do you think has the potential to capture a significant share of that accelerator demand? i'd love to hear your thoughts on this rotation.
@TallDrive706 1 month ago
AMD still looks like one of the strongest challengers to Nvidia in AI accelerators, especially as big customers want alternatives and more supply flexibility.