[rreichman]

According to this and SemiAnalysis[1], the MI300X seems impressive. Better than Nvidia's H100 and maybe a bit inferior to the H200. Why is Nvidia worth $1 trillion more?

[1] - https://www.semianalysis.com/p/amd-mi300-performance-faster-...

[tedunangst]

$9B in profit vs $300M will have that effect.

[fvv]

Xilinx amortization..

[rreichman]

Sure but the future is not the past

[riku_iki]

AMD p/e is 900 vs 60 for NVDA, so investors already heavily invested into AMD future.

[tedunangst]

Time to buy those calls.

[mattnewton]

CUDA

[rreichman]

CUDA is becoming less important over time

[frognumber]

I'm not sure it is.

You can do more with non-CUDA now than ever before.

At the same time, the number of things you can do only with CUDA is greater than ever before too.

The whole field it growing, and it's hard to compare.