AMD Partnership Strengthens Position Against Nvidia

20 days ago

Joseph Carlson

"AMD's overall ecosystem is not quite as powerful as Nvidia's, but that misses the point. If they can offer great inference and great support at a reasonable price and diversify these different companies away from Nvidia, many of these companies are going to jump onto it. So AMD in this deal is accomplishing two things. Not only is Lisa Sue making it so that her company has tens of billions of dollars more revenue, not only is she partnering with one of the top companies in the world, which is OpenAI, but she's also establishing AMD as finally a viable alternative to Nvidia. So, this is a phenomenal deal for AMD. I think the stock deserves to be up 20 plus%."

The speaker highlights AMD's multi-year AI supply chip partnership with OpenAI as a catalyst that not only boosts revenue but also positions AMD as a solid alternative to Nvidia. He believes that this partnership is a transformative move for AMD and expects the stock to rally further.

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