AMD as a complementary play in the AI market

2 months ago

"Now, company number four is AMD. And some of you guys may say, 'Jose, how do you choose AMD when you talk about Nvidia?' I believe that you can own a lot of competitors in the space and benefit from all of them. I still believe Nvidia is the king, and while AMD might not scratch Nvidia massively, the opportunity is definitely there with a market cap of roughly $371 billion."

The speaker acknowledges AMD's role as a complementary player in the AI space, suggesting that while Nvidia leads, AMD still offers a valuable opportunity to benefit from overall sector growth.

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