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by Jlagreen 457 days ago
The way I see it is that Nvidia might reacht $1 trillion in revenue before AMD reaches $100 billion in revenue. So the upside in revenue growth is higher for Nvidia.

People think that because a company has grown very large very quickly that it can't grow as much anymore. But on the other hand, there is clear evidence that Nvidia continues to dominate AMD's offerings despite the latter having a competitive product now. So the metric for Nvidia isn't Nvidia vs. AMD but the growth aspect of AI market overall.