|
|
|
|
|
|
by dave_sullivan
3399 days ago
|
|
|
> GPUs are still niche compared to CPUs, GPGPUs even more so, and AI specialization is a fraction of that. Yes, that's definitely AMD's thought process. The apocryphal IBM quote "There's a world market for perhaps only five computers" is why they're wrong. My main point is this: AMD needs a new CEO; they had an opportunity that they've completely fumbled so far; this piece is so much fluff. You're free to disagree of course, but I don't think my opinion on this is going to change based on your arguments. > If you're that confident of the market being so absurdly off base, some simple bets should put you in the Forbes 400 within a year or two. Get on it. I'd be buying put options if the market couldn't stay irrational longer than I could stay solvent. Unfortunately the quality of their decisions as a company has nothing to do with their stock price right now. They were priced right a year and a half ago. |
|
|