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by ReligiousFlames
3341 days ago
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(I have dyslexia, and originally read different companies.) Dont do it. It would be a risky, short-term strat. NVIDIA is the future, not AMD/ATI, at least right now. The move seems like an emotional market move as a reaction to institutional-investor liquidity event in-touch with future value. AI is going to be a trillion dollar business and will consume a huge swath of Tesla GPUs, and will need zillions of them to deliver pervasive value at scale. That is, before specialized AI accelerator ASIC and FPGA (combined with improved energy efficiency across the stack (ram, compute, networking and storage) and many, many cores) solutions are optimized to the various problem domains... then exit NVIDIA before that happens. AMD/ATI would be wise to pivot into going all in on AI acceleration, and that would be possibly GPU-killing for that market if GPU product evolution doesn't keep up (doubtful it would happen but at least AMD would have a stronger chance of survival.) |
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Serious question. I'm interested to learn more.