Nvidia Just Killed AMD - These Companies are Next

Рет қаралды 102,227

Күн бұрын

⚠️ Get up to 17 free stocks from moomoo U.S! tickersymbolyou.com/moomoo (Terms & conditions apply)
(For Australian users, up to 10 Free Stocks for a $2K deposit)
The #nvidia keynote at Computex in Taipei took the cloud and hyperscale computing world by storm. #amd quickly responded with their own datacenter & AI technology keynote. But it's clear they missed the mark, which means Nvidia could be on the way to having a real monopoly on the chips that power generative AI technologies like #chatgpt by #openai , Microsoft's Azure, Google Cloud, and even Amazon's Web Services. Even though Nvidia stock ( NVDA stock ) is richly valued, it could still be one of the best stocks to buy now.
💰 Want my research and stock picks? Let me know: tickersymbolyou.com/survey/
⚠️ No matter which way the market goes, you can get up to 17 FREE stocks with #moomoo on the #moomootrading app with my link: tickersymbolyou.com/moomoo
Simply Wall Street's Nvidia (NVDA Stock) Valuation: simplywall.st/stocks/us/semic...
Advanced Micro Devices (AMD Stock) Valuation: simplywall.st/stocks/us/semic...
💬 Join The Conversation & Stay Up to Date 💬
Follow me on Twitter: / tickersymbolyou
Join me on Discord: / discord
Support on Patreon: / tickersymbolyou
📝 Resources & References 📝
@NVIDIA Keynote at COMPUTEX 2023: • NVIDIA Keynote at COMP...
@AMD Data Center & AI Technology Premiere: • AMD Data Center & AI T...
@allin E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more: • E131: 2024 Fantasy Pre...
📜 Disclosures 📜
All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor. When you make purchases through links in this video description, the author may earn a commission.
See additional disclosures at tickersymbolyou.com/disclosures/
🙏 Thanks for watching!

Пікірлер: 475

@TickerSymbolYOU 9 ай бұрын

⚠ No matter who wins the AI market, you can get up to 17 FREE stocks with #moomoo on the #moomootrading app with my link: tickersymbolyou.com/moomoo

@AlexinOslo 10 ай бұрын

Jensen Huang is a Founder/CEO. It makes a huge difference in company culture. Their employees are engaged, feel connected, and have a strong sense of ownership. Intel, AMD, and others are just corporations offering good and well-paid jobs but nothing more.

@TickerSymbolYOU 10 ай бұрын

Solid point!

@hondajacka2 10 ай бұрын

Jensen Huang is in a different league of CEO. He has the technical knowledge and vision of the entire GPU field from the beginning that he helped create to vision for the future. Other CEOs are worried about next quarter earnings and figuring out wtf AI is.

@Longtack55 10 ай бұрын

AMD's CEO has three degrees in electrical engineering, has spent much of her life developing products including semi-conductors, and you are talking nonsense. Do a minute of research. Huang and Su are closely related by family.

@hondajacka2 10 ай бұрын

@@Longtack55 Lisa Su is an expert in semiconductors and EE but, from all the talks I've seen of her, demonstrates only a very basic knowledge and understanding of the AI field. When I watch Jensen's presentation, I see he knows all the cutting-edge details of the field and has a vision of where the next big thing is heading. Lisa Su at AMD AI Day and Jensen at Computex was like night and day. Being closely related by family does not translate to equivalent AI knowledge and capability as CEO. Lisa Su has been an amazing CEO for AMD, but Jensen is at a whole new level.

@DeepfriedBaby 10 ай бұрын

the hell does family connection have to do with anything? Are they sharing some telepathic family hive mind?

@mickeymmcbride71 10 ай бұрын

And AMD offers custom designs for specific solutions. I think people are really underestimating the advantage of AMD chiplets and the flexibility they offer. And Nvidia is not customer friendly. They force what they think you want into the market and people are adapting

@ThomasTomiczek 10 ай бұрын

Not only flexibility -also price. From what I have picked up as rumours, AMD will kill NVidia on the pricing front. Chiplets are BRUTALLY cheaper to produce.

@mickeymmcbride71 10 ай бұрын

@ThomasTomiczek that's exactly what I'm saying. AMD can literally interchange the different chiplet ccd count for whatever workload that is specific to without any effect on pricing. It's like a jigsaw puzzle where all the parts are interchangeable. NVIDIA margins might be good for the 2md half of this year, but that 1st quarter next year will paint the AI picture more clearly.

@theredscourge 10 ай бұрын

From a purely valuation perspective, Nvidia's stock should fall about 90% in the next recession, AMD's should get cut in half, but Intel's should barely fall at all because it is already so depressed.

@xXAngelmlXx 10 ай бұрын

Yeah but let's not forget that AMD is the company that drops the Popsicle on the floor and cries looking at it like a baby. You could give them a fish on their hand and the fish will still scape.

@Instant_Nerf 10 ай бұрын

What ? Amd is way behind! Right now their bread and butter are consoles .. notebooks .. not serious about high end.

@Ditch901 10 ай бұрын

You downplay AMD and don't even mention Pytorch? That is huge given AMDs history with open source. How do you think LLMs are made? AMD has made a huge step to being somewhere from being absolutely nowhere.

@TickerSymbolYOU 10 ай бұрын

Definitely agree with this but do you really think that's an apples-to-apples comparison?

@thechezik 10 ай бұрын

@@TickerSymbolYOU Dude you lost my respect !! Please do just basic reserch before you try claim anything.

@mcgems754 10 ай бұрын

@thechezik so what are you claiming??

@dannyy7654 10 ай бұрын

Big customers like Amazon and MSFT will develop software for AMD.

@MrHav1k 10 ай бұрын

The big edge Nvidia has is their software stack (CUDA), but I've heard several in the ecosystem are not a big fan of the lock in that comes with CUDA. Just something to keep in mind.

@marctemura2017 10 ай бұрын

True but right anyway there so far ahead this going have national security ramifications. I can see major world player like France, Turkey, and Japan having a problem with the United States having this technology to themselves.

@mickeymmcbride71 10 ай бұрын

@RazielAU 10 ай бұрын

The problem with AMD's recent AI presentation is that I don't really feel like any of this is going to make them competitive with NVIDIA in the AI space. It's not so much the hardware that's the issue, but the lack of investment on the software side from AMD. NVIDIA has heavily invested in CUDA, making it very powerful, which in turn makes it very useful for AI. NVIDIA also does a whole heap of AI research internally using their own hardware, which leads to further improvement with each generation. A simple example of this is the move to 4bit inference. As Lisa Su said, their 192GB AMD system allows you to run an 80 billion parameter LLM model (since it would be running at 16bits on AMD hardware). With CUDA it's possible to run these models at 4bits with no perceptible loss in quality (there is a scientifically measurable loss, but you'd never notice it in practice). This allows you to run those models with a quarter of the VRAM. To put it another way, you can already run 33+ billion parameter models on a single RTX 3090, which is a 24GB consumer GPU available for around $700 on the second-hand market. So running an 80 billion parameter model just isn't that impressive anymore. Hypothetically speaking, if AMD could get 4bit inference working on these systems, it would allow you to run a 300+ billion parameter model with 192GB of VRAM, which would actually be game-changing (as it would mean being able to run models larger than GPT3 on a single AMD system). Unfortunately, they're just throwing VRAM at the problem, rather than making the technological investment needed to make their hardware more useful for AI.

@soonyungwu3927 7 ай бұрын

I’m no tech geek but from Su presentation it does sound like they’re throwing in more Ram to compensate for lack of compute and offering a more affordable version than NVDA. I Keep hearing NVDA software/ecosystem is way more developed than AMD, so interesting to hear how AMD will catch up on that side

@mareck6946 6 ай бұрын

"Unfortunately, they're just throwing VRAM at the problem, rather than making the technological investment needed to make their hardware more useful for AI."their actually doing both. see changes in RoCM

@1309gsk 10 ай бұрын

alex. gt video. thx. what is the next thing in computing and artifical revoltion and how can we make money? your thoughts

@TickerSymbolYOU 10 ай бұрын

still very early innings but semiconductors seem to be the way to go for now

@jasonreviews 10 ай бұрын

NVDA iterates itself with AI it's insane.

@mweembantembe6207 10 ай бұрын

Hi Alex, love your video editing! and I want to start my youtube channel - what software do you use to edit? where do you get your music and images? lastly, how do you create your thumbnails? your advice would be greatly appreciated.

@TickerSymbolYOU 10 ай бұрын

Hey there. Thanks for the kind words. I use Adobe Premiere Pro to edit, get my music and images from Storyblocks, and create my thumbnails in Adobe Photoshop. Cheers.

@mweembantembe6207 10 ай бұрын

@TickerSymbolYOU Brilliant - Thank you for such a quick response, and wish me luck, you are one of my inspirations !

@wilsonchang2294 10 ай бұрын

AMD could crawl back if NVDA doesn’t master MCM and vertical stacking.

@KarlHansson 10 ай бұрын

The problem with nvidia is that they are not big on open source software and drivers. This is important to me. That’s why I’m using AMD on Linux.

@TickerSymbolYOU 10 ай бұрын

a very valid concern

@allardpruim9474 10 ай бұрын

I recently switched from Nvidia to a AMD GPU on Linux because I really got annoyed with Nvidia's shitty drivers.

@GarethDavidson 10 ай бұрын

Linus needs to drop them another middle finger 😂

@Wobbothe3rd 10 ай бұрын

Wrong. Nvidia is actually a HUGELY prolific open source publisher of software, you have no idea what you're talking about.

@johnt697 9 ай бұрын

Nvda designs chips but does not manufacture them. What does this mean for Nvda, will this be a problem as they can’t meet demand.

@rionix88 10 ай бұрын

Nvidia start early. Since rtx 20 they already target the Ai market

@fredwu6000 10 ай бұрын

I agree. Nvidia is way ahead. It's a very focused company waiting for a long time for their moment. Now their moment has come.

@theredscourge 10 ай бұрын

Well, it's market cap is way ahead anyway.

@joegaffney8006 10 ай бұрын

I wonder to stop the monopoly they would have to allow Cuda to run on other hardware.

@mcgems754 10 ай бұрын

Can we have an episode about Arm ipo and softbank 🙏

@johnboon5330 10 ай бұрын

I don't know... NVDA price already went too high. That makes me afraid to invest on it at this point as it can drop at any moment 😬

@DhruvRed 10 ай бұрын

It won't because their AI breakthrough is phenomenal

@nobodymister5435 10 ай бұрын

I am invested since 2017 but if I were you I wouldn't invest at this point either. The rally always ends at some point.

@tashi282 10 ай бұрын

when the stock goes vertically up-there's hype & FOMO in fusion-crash is eminent. NVDA is selling axe and now everyone is looking for Gold.

@jmj48 10 ай бұрын

Its going for a split

@babac4407 10 ай бұрын

I put all my money aside to invest, NVDA could be one of them but no way at this point. Because if I buy a trillion dollar valuation company and sell with a 25% profit, how much profit will he make?

@dylf14 10 ай бұрын

There wont be a monopoly because there's not enough supply from nvda to meet the demand of the whole market. Grace is nowhere close to EPYC in performance. MI300A can steal enough CPU sensitive AI workloads as well. Nvda has marketed themselves to non-experts, which makes them seem they are more important than they actually are. Google isn't a long term customer for H100. They are investing in their own TPU and networking solution, with proprietary software written from scratch bespoke to their hardware. The same is true with microsoft working on their own AI chip. When software gets bespoke, it doesn't matter if you have a much more powerful chip because it will still run slower on those custom crafted workloads.

@robertharvel6482 10 ай бұрын

These are fantastic picks, I was really hopeful of my investments this year, but I followed some stock suggestions that didn't go so well, I've been studying the stock market and I realized some investors made millions from the recent recession and I was wondering if such success rate could be achieved in this present market. and the Federal Reserve taking a more hawkish approach to interest rates.

@sarahkent898 10 ай бұрын

Yes, If you go long against the market you'd make such success.

@RandyPelletier 10 ай бұрын

Throw it into AI stocks / Hold some in gold. I built a 7 figure well-diversified portfolio just by following Trisha Jean Webb's recommendations. I buy quality firms, anticipate to hold them regardless of what happens, pay up but not too much, keep track, sell only when necessary, and be ready to course correct. also ignore the forecasts and market views which are at best entertaining but completely useless.

@robertharvel6482 10 ай бұрын

@@RandyPelletier I did look up your FA and found her web page. she has a pretty decent bio, I wrote her and I'm waiting on her reply.

@theredscourge 10 ай бұрын

Expect Nvidia to fall by about 90% in the coming recession. Not because it's a bad company, but because that's how much the stock is overvalued compared to its profit and revenue figures.

@409raul 10 ай бұрын

I said it in the last video and I'll say it again: Nvidia has a PhD in AI while AMD is still tryna graduate from high school.

@TickerSymbolYOU 10 ай бұрын

😅 well said

@bighousemusic628 10 ай бұрын

Ha haaaa hold my beer ngreedia is going down the rabbit hole with crave for cash while intel and AMD gaining more customers and fans

@nexus2999 10 ай бұрын

Dave Brown (vice president of elastic compute said AWS had declined to work with Nvidia on the DGX Cloud offering.

@nexus2999 10 ай бұрын

They sounded more willing to use AMD MI300 than Nvidia products , so it's not clear cut and dry when it comes to hyperscalers.

@samlebon9884 10 ай бұрын

@@TickerSymbolYOU You are giving a thumb up to every prause to Nvidia.

@Marhlder 10 ай бұрын

This video is not very insightful. I agree that AMD's presentation was a little too honest, but Nvidias presentation was super cringe in comparison. AMD's datacenter APUs are super competitive with much more memory, yes these MI300 products come out a little later, but they are actually stronger, making up for the delay. The MI300 series bring feature parity with better 16bit float, int8, and int4 support. Nvidias main lead is in software, and that will probably continue for one or two generations, but AMD is catching up really fast. CUDAs vendor locking-value is hugely overstated. People don't write code for CUDA directly for data science problems, they write in frameworks like TensorFlow, PyTorch, Flax/Jax, etc. AMD's chiplet based hardware will be cheaper to produce and will have much more silicon to dedicate to each product. Nvidia needs to deliver on chiplets in their next generation otherwise they will suffer a slow death. AMD will take the lead if they continue their advances with chiplets and if Nvidia doesn't.

@default-pv6xb 10 ай бұрын

That's just ridiculous , where are the 8K pc screens ??? . By 8k i mean 7680x4320 on a reasonable 24" and i want two of those with a single slot gpu.

@markromine5103 10 ай бұрын

Nvidia is indeed way ahead, but are they too far out over their ai skis? Though none quite this massive or fast, I've been through countless explosive industry growth spurts that left market leaders scrambling when the hype-train suddenly switched tracks. Don't get me wrong, Intel has long needed to be shaken up more than AMD's been able to by themselves. It's just that so much money and research being poured into ai core architecture gives me an admittedly nostalgic mental pause/hesitancy. Then again, I may just be getting to old for this. 😁

@disguiseddv8ant486 8 ай бұрын

Nvidia isn't valued as a trillion dollar corporation today based on their success "jumping on the band wagon". Nvidia got the money to spend.

@WXSTANG 5 күн бұрын

The All in one podcast... Grace hopper is a separate ARM processor, separate memory... MI300 is a single package unified HBM memory CPU and GPU MCM module which is heterogenious. How exactly is Grace Hopper, both monolithic, even a remote threat?

@alvydasjokubauskas2587 10 ай бұрын

Not having tensor cores in AMD was very very bad decision, now they are playing catching up, while Nvidia is leading.

@cafecraft 10 ай бұрын

See the AMD instinc MI300 that will understand why.

@klaustrussel 10 ай бұрын

What do you think about the collaboration between AMD and huggingface? Could that be one way to fight CUDA for generative AI? Cheers!

@jonl9192 10 ай бұрын

Can you do a break down of tesla DOJO in relation to nvda H100’s 🙏

@TickerSymbolYOU 10 ай бұрын

sure, i'll definitely do another Tesla vs Nvidia video!

@fredericfournier5594 10 ай бұрын

The problem with ia is that makes users more poor because 1000x more competition. And the need in power and memory already dropped 1000x too in just week and the pe still

@dr.d.cutter6791 10 ай бұрын

Not so fast buddy. AMD is still very much alive. Just that Lise didn’t sell her chip as nvda did. That’s a blind spot.. Lisa messed up big time but the tech is definitely in line. She just doesn’t know how to spin tech!!!

@MDFnyny 10 ай бұрын

so how do you really feel about NVIDIA? Cause im just not clear....

@ramakrishna5480 10 ай бұрын

Isn't 3.2 gwh a lot ?

@TickerSymbolYOU 10 ай бұрын

No. Not for the size.

@ghost_of_m403 10 ай бұрын

150x the work compared to what exactly? No details provided and nobody is asking. It's interesting how different this is perceived by those in the investing space vs the engineers and developers who actually implement and use these systems.

@xXEYSPENXx 10 ай бұрын

I wish I had invested more into NVDA 🤦‍♂️ 😭

@1lowtrade 10 ай бұрын

more opportunity in the markets, do not worry habibi

@hugonordenswan8198 10 ай бұрын

@@1lowtrade Do you think of any specific stock?

@ToneyCrimson 10 ай бұрын

@@hugonordenswan8198 You are asking for investment tips on youtube...you are already a loser at this point lol.

@timtorkelson7201 10 ай бұрын

Not too late! DCA

@bardoomguy 10 ай бұрын

The rush to invest in AI since GPT3's popularity makes little sense to me. Do people think AI will generate massive amounts of profit so soon?

@vadergrd 10 ай бұрын

maybe were not even talking profit anymore but world domination ...

@bobasawrus 10 ай бұрын

Excellent Video. It has become clear to me over the past year - Nvidia has addressed the silicon need right along with an amazing ecosystem AND community. I’m convinced their market dominance comes from the fact they have succeeded simultaneously on both fronts. Competing companies talk about AI. Nvidia IS AI. Having said all that, obviously none of this is a done deal. Environments evolve. At this point, NVIDIA has a big lead

@TickerSymbolYOU 10 ай бұрын

Exactly right

@roshunepp 10 ай бұрын

It's not a natural monopoly so they could get broken up in the future. Nvidia should be careful.

@etiennededurocher 10 ай бұрын

Why does everyone covering Nvidia's recent success avoid talking about the 4000 series fiasco?

@TickerSymbolYOU 10 ай бұрын

because it's not what's driving their balance sheet

@TheMsr47gaming 10 ай бұрын

@@TickerSymbolYOU 😢 ik

@etiennededurocher 10 ай бұрын

@@TickerSymbolYOU fair enough!

@Jodelautomat01 10 ай бұрын

I have got the feeling that these Companies dont even know what they are inveting and what the impact will be.

@luminouswolf7117 10 ай бұрын

8:53 “This is like them going for the jugular” Are you sure it has anything to do with another company and not them trying to build the best product they can

@TickerSymbolYOU 10 ай бұрын

Why can’t it be both? Companies only build products they think they can sell in a market with competitors right?

@tracksphantom540 10 ай бұрын

This was very informative thanks I can't wait to see more 🎉 I liked and sub.

@TsarPII 10 ай бұрын

If i was in the Nvidia board room. I would be pushing for a long term deal w Intel to lock down the foundries. In one handshake they would put the entire industry in a choke hold for the next decade at the very least. With Intel's foundries coming online over the next few years it would be a one stop shop for the future of the tech world and would re define economics as the world understands it today. and we'd all get filthy rich as it happened

@Allplussomeminus 10 ай бұрын

Thanks for throwing in that chip bag gag. Gives your videos that human touch.

@CalifLove 10 ай бұрын

No one really knows what size the market will be

@wrajr77 10 ай бұрын

If China were to invade Taiwan, what happens to NVDA?

@IstvanNagy86 10 ай бұрын

I think it would be not just Nvidia who gets screwed if that happens. Every new high end chip is produced there basically, no matter if it's CPU or GPU. Imo we would basically getting chip shortage vol.2 but it will be much worse. And analysts are leaning into the conclusion that it's not the question of will it happen but rather the when it will happen.

@SupremeKingSovereign 10 ай бұрын

That is why the US is making chip manufacturing in the US.

@hondajacka2 10 ай бұрын

TSMC has new factory in Phoenix AZ

@ec188 10 ай бұрын

The Fab in AZ does not the most advanced nodes. The most advanced nodes always keep in Taiwan. Taiwanese is not stupid! However, I am from Asian (HK) and I am 99% sure China will not invade Taiwan. China has no military power to invade in many years.

@babac4407 10 ай бұрын

@@ec188 China will not invade Taiwan not because of military power but to keep the tension remain tight that would keep USA deviate from its core focus.

@raindropdrizzlearchives1536 10 ай бұрын

I Bought the stock when it was low $100 range. People doubted the company, And I still envision the company's longevity 😌

@Cdictator 10 ай бұрын

Nvidia’s DGX supercomputer just killed Tesla’s Dojo…

@fritzstauffacher6931 10 ай бұрын

That’s the problem by the time you invest in your own hardware and create all the software necessary to get it working Nvidia will have a production solution on better tech. Not to mention they have the tools to crush you on price whenever you get some what competitive. Just look at what they have done to AMD in the past. Anytime they get close they just drop the price on a previous gen gpu and smash them.

@AjitMD 10 ай бұрын

Nvda is a Gorilla company. They have the dominant open proprietary architecture that include hardware & software. They have value added chain that includes software applications and tools. Hi switching cost. Msft, Google, Meta, Amazon, etc can not afford to wait for AMD to catch up… or they loose in the market place. They have to pay Nvda to play in AI, smart cloud, etc. This scenario is similar to Wintel during their exponential growth. Eventually competitors came in but took years. Arm Holdings could a good investment after ipo as their cores are used by Nvda and amd. Along with the rest of the world including Europe.

@phvaessen 10 ай бұрын

i did a similar comment about wintel and the decade long monopoly of the pc market

@AjitMD 10 ай бұрын

@@phvaessen Gorilla Game, by Jefferey Moore Innovator's Dilema, by Clay Christensen

@TheWhichProject 10 ай бұрын

Like watching a value selling match between Jobs and Schmidt.

@mikebuchanan7610 10 ай бұрын

I want to see Intel succeed because depending on Taiwan for 90% of advanced chips is a problem. People can talk smack about the company, but if anything happens to Taiwan, all the tech companies you mentioned will be lining up to use Intel's foundry service. Jensen likes their new chips and says he's open to working with them BTW. The DGX H100 uses Xeons, too.

@Vysair 10 ай бұрын

Overstatement. It is the opening of a tech war

@heyhoe168 10 ай бұрын

Would be nice to see total monopoly. It would wreck the world faster.

@livangooday 10 ай бұрын

next time we see Jen-Hsun Huang on stage, he will be holding assimov millenial man positronic brain...

@IstvanNagy86 10 ай бұрын

News videos about AI this year, no matter the release date: "it's been an insane few weeks for AI announcements". (:

@ec188 10 ай бұрын

I invest in both AMD, Nvidia and other AI software and EV companies. I don’t agree with you (I could be wrong). If the AI market is so big, it is not possible AMD can’t get any market share. The possibility that would happen is almost 0%. If Nvidia could not get enough TSMC capacity to meet the demand, the rest had to fill up by AMD most likely. I also heard the AMD AI Chip cost of the ownership is cheaper since Nvidia charges huge premium (Just like AMD vs Intel) Based on many reviews, AMD AI hardware is not bad but the software is not as good as CUDA. AMD is going to release MI300 later this year and let see how it is doing. I think it will do well. Nvidia stock price is just so high and it has to execute well to justify. Right now, Nvidia is “monopoly” until AMD releases the new AI chip. So they could claim whatever they want. I think Nvidia will do very well for this year. AMD AI chip will not beat Nvidia anything soon but it will have some market share.

@dfv671 10 ай бұрын

TSMC also makes all of AMD's chips.

@seanyiu 10 ай бұрын

Agree it’s a matter of time where NVDA will lose the complete monopoly. However say 50% of a $150 B TAM is larger than almost 100% of current $30B. That’s why NVDA has more headroom in its stock.

@ec188 10 ай бұрын

@@dfv671The TSMC quota is per company. Even if Nvidia uses up all its quota, AMD may still have some unless Nvidia bought all the advanced nodes quota. It is not very likely.

@rippingbag 10 ай бұрын

Intel certainly has issues, but they are working to transform the business into a TSMC competitor and really focus on chip manufacturing for other companies, which is good. And they are in talks with ARM on a 10 billion dollar investment pre IPO, which would be huge and very strategic. Easy firm to hate on, but they have the potential to get back on track.

@DarthAwar 10 ай бұрын

Intel can not buy Arm or Own a Majority Voting Shares under UK Law ⚖ as it is a British Company

@ALFTHADRADDAD 10 ай бұрын

I will say Xilinix being under AMD gives me a reason to double take. I get emails for their webinars regarding AI and they seem great but dk if they can compete

@TickerSymbolYOU 10 ай бұрын

Totally agree. FPGA and flexible chiplets are keeping AMD in the game

@Zaza-qq6dw 10 ай бұрын

Your last video was about AMD destroying Nvidia. Now this😅. I think both will do fine over the decade.

@TickerSymbolYOU 10 ай бұрын

My last video was definitely not about AMD destroying Nvidia.

@Zaza-qq6dw 10 ай бұрын

@@TickerSymbolYOU maybe I should watch the video and not just the thumbnail 😂

@Ukinvestor1 10 ай бұрын

Nvidia share price rn 🤯🤯

@AyuNeko 10 ай бұрын

"I am the Sound effect" and the Karaoke with AI was best

@49045 10 ай бұрын

Hopefully, some of that money it will bounce back to customers' pockets ...

@Friederich.87 10 ай бұрын

Bro your Tech-vieds are off the top 👏👏👏

@TickerSymbolYOU 10 ай бұрын

Glad you like them!

@motivationinc6415 10 ай бұрын

Next Nvidia stock is 🔥PLTR!

@libra2977 10 ай бұрын

“Early on our partnership …” Not now😊

@inscrutableone 10 ай бұрын

utterly fascinating, great job.

@TickerSymbolYOU 10 ай бұрын

Glad you enjoyed it!

@MrEnyecz 10 ай бұрын

I don't think it's so bad for AMD. DC at AI is just for training, for inferencing, Nvidia will not have monopoly with these prices. Now we see inferencing on these beasts, but LLMs will become smaller because people don't like who it is now and because the massive computing power needed for inference is not worth either. So for a DC, yes AMD may be less of a thing for now, but if they have full support for Torch, it is usually soluable to swap the vendor. And I know it is far not so simple, but if it is worth to switch, such "small" players like Google will be able to do it. Moreover, I (and many others) feel that AI is just a hype. I mean it is inevitable that AI is useful, but it is not SO useful as we believe. Not yet. It will be, but not now. So the hype will drop in a few years.

@iveyhealth2266 10 ай бұрын

You sound like the CEO of Blockbuster video. Where is Blockbuster now?

@hondajacka2 10 ай бұрын

Nvidia H100 has transformer (LLM architecture) engine that they claim is 3x faster. AMD doesn’t have any such optimizations for LLMs. People want smaller architectures cause it’s cheaper but for best performance, the larger ones such as GPT4 are still currently in a different league. LLM has already demonstrated usefulness in coding coPilot and learning (threat to Google). We have no idea what new killer applications might emerge a year from now.

@ec188 10 ай бұрын

If it drops few years, it is good enough! I am worried it will drop very soon. However based on my research, it is not very likely. I will find something else to invest after AI is cool down. It is extremely unlikely companies will let Nvidia to monopoly. They are not stupid. AMD will almost guarantee to get some market share. I do agree AI is just a hype. It is useful but it is cover overexaggerated

@chiayj559 9 ай бұрын

👍👍👍👍👍👍👍👍

@gondorianslayer4250 10 ай бұрын

Nvidia too big. I be supporting amd.

@kristopherleslie8343 10 ай бұрын

Both of em behind

@wonderz3217 10 ай бұрын

Don’t forget though… Jenseng and the AMD CEO are cousins! Hmmmm… I don’t have AMD , but don’t think AMD is going away. My Uncle Jenseng always deliver🎉

@TickerSymbolYOU 10 ай бұрын

This fact blows my mind every time I hear it

@seanyiu 10 ай бұрын

More like Uncle and Niece. Her granddad is eldest bro of Jensen’s mom

@wonderz3217 10 ай бұрын

Yes… that’s what I meant. These guys are pros!

@psionx1 10 ай бұрын

intel has neuromorphic chips that process data closer to how a living creature would and nvidia is just brute forcing things with gpu shaders and tensor cores. so it's kind of obvious that intel has the real lead in the long run. plus they are in talks to produce next gen nvidia parts.

@thekingofallblogs 10 ай бұрын

Why does no one talk about google TPUs? they are cost and watt competitive with anything nvidia has today.

@hondajacka2 10 ай бұрын

Because it's only used internally at Google, and Google Cloud is a distant third in the cloud war. It's great for Google to have their own chips. But enterprise customers want to use a platform that works on all cloud or on prem.

@chrisrogers1092 10 ай бұрын

It's also because of CUDA. Their software that runs on their GPUs puts them far ahead of any competitor.

@chrisrogers1092 10 ай бұрын

@Sandipan Majhi google uses nvidia GPUs for inference, actually

@chrisrogers1092 10 ай бұрын

@Sandipan Majhi I think GPUs are more expensive but I honestly don't know

@raghuhiriyur 10 ай бұрын

@@chrisrogers1092 TPUs are expensive

@WadeIII3 10 ай бұрын

What does that mean, "My ticker system is "You." Are you a stock?!

@shotbyjkru 10 ай бұрын

Popcorn bit was a BIG miss... yikes.

@TickerSymbolYOU 10 ай бұрын

I know. I should’ve used actual chips

@controverso4149 10 ай бұрын

Do realy think NVIDIA alone is the real deal. Let's see how it panes out

@GarethDavidson 10 ай бұрын

I think it's unfair to say she doesn't know how big the market will be, nobody does - it's actually an honest position.

@MARKXHWANG 10 ай бұрын

not sure why the monopoly comments. you don't think google, amazon, facebook are all monopolies?

@jjm2679 10 ай бұрын

Alex, I missed this kind of content, excellent video. Thank you!

@TickerSymbolYOU 10 ай бұрын

More to come!

@JN-gi6bf 10 ай бұрын

Thank you for this video as well as all previous videos. They are amazing videos and I appreciate the time and effort you put into each video. Consider doing a video on Quantum Computers - I am interested in hearing what you think the future holds for them and which companies will market them first and when.

@TickerSymbolYOU 10 ай бұрын

Glad you like them! I'll look into quantum computers soon

@aarondawe8640 10 ай бұрын

Or Tesla?

@kahvac 10 ай бұрын

Intel is going to have foundry capabilities in the next few years...only so many foundries..

@TickerSymbolYOU 10 ай бұрын

Totally agree, but that's many years out still, especially for GPUs.

@kahvac 10 ай бұрын

@@TickerSymbolYOU It takes years and a Ton of $$ to build a Fab and Intel has a big head start !

@ec188 10 ай бұрын

It is lucky Intel could survive. The cost in the US fab is 40% higher and the talents could not compete to Taiwan. I am EE and work in the Fab for decade.

@kahvac 10 ай бұрын

@@ec188 Alot of negative things for sure about Intel but....... with all the new demand for AI chips there's only so many fabs.That's a fact.

@cafecraft 10 ай бұрын

AMD instinc MI300 is most promising being an x86 APU to work with opensource AI

@samlebon9884 10 ай бұрын

That's what the author of this video is missing.

@enricofermi3471 9 ай бұрын

The general consensus on what nGreedia is after, is that they want to become "the Apple of AI", much in the same way as real Apple themselves have their constant share of consumer market. This *may* be achievable. But there are also multiple examples of epic fails and slip-ups in the history, e.g. 3dfx, who were *the* GPU at the time, but slipped so hard they got gobbled up by nV; IBM were once *the* PC to have, but now they're nowhere near consumer electronics. Some people also like to compare AI and cryptocurrencies hype, but AI has practical workload implications outside just abstract "value generation". But here also lies the caveat, namely "market saturation". AI is just barely out of infancy and grows rapidly, but this is not an infinite loop.

@ruster65 10 ай бұрын

Next year quantum computer shows up or some other black swan and boooommmm!!!

@charleschen4766 10 ай бұрын

Elon Musk, many other NN accelerator chips are also under development. Nvidia will not have a monopoly on large-scale training & interference forever.

@theneverwas2835 10 ай бұрын

Cuda baby. Amd will always be a toy without CUDA

@ah3detroit 10 ай бұрын

Your company/market overviews are always insightful & engaging. This one had two company memes that had me on the floor. The 1st image of Intel burning "Good Job, Intel" and the Skinny-pop, wide-eyed Alex watching Lisa watch the poem prompt develop. 🔥😂😅😆😂💯🤣🔥

@TickerSymbolYOU 10 ай бұрын

Thanks, Andrea! I'm trying to be a little more fun. Glad it's coming across!

@ah3detroit 10 ай бұрын

@@TickerSymbolYOU Your 'fun' side always came across for those of us with a dry/cerebral sense of humor. Yes, love your intentional fun side. 💯 *SkinnyPopProductPlacement 😋

@mikebuchanan7610 10 ай бұрын

Like Tesla, Nvidia saw the opportunity and took hold of it long before anyone else. How's Google's battle with Tesla on autonomous driving going? Where's the Apple car? How about Microsoft's browser war? Won't be so easy catching up to nVidia.

@TickerSymbolYOU 10 ай бұрын

Exactly my take as well

@MyIncarnation 10 ай бұрын

You have overlooked Tesla's DOJO.

@TickerSymbolYOU 10 ай бұрын

no, i haven't.

@DesmondDyeOfficial 10 ай бұрын

why are you keeping amd stock,it looks like they lost to AI designed chips

@TickerSymbolYOU 10 ай бұрын

Because they’re winning in data center CPUs

@Acer3859 10 ай бұрын

The long term winners in AI will be software companies, not those making hardware. Think Intel vs Microsoft. This means companies like Tesla will benefit far more from AI than a hardware company like Nvidia.

@seanyiu 10 ай бұрын

It depends whether NVDA settles just being a Hardware company. It’s move up the stack has been impressive and more to come.

@MARKXHWANG 10 ай бұрын

Lol

@dannyy7654 10 ай бұрын

Tesla can be Nvidia’s customer in AI.

@pamus6242 10 ай бұрын

Many people forget AMD is a software company: amdgpu

@BorSam 10 ай бұрын

Bro, you are wrong. Hardware is the main part of AI's computing. If there is no hardware, there are no AIs. Just like you use computer software If you don't have a computer to run software, how can you use software?

@georgeyao436 8 ай бұрын

AMD, check out AMD's new AI cards and their partnerships.

@chaoticmind176 10 ай бұрын

uuhm if nvidia dont ajust its prices then it wont kill anything because many gpu users wont mind to use a bit lesser powerfull gpu but reasonable priced instead of the crazy prices nvidia is asking. Also even the bit lesser gpu's are powerfull enough for the current and future games. So again if nvidia dont change their crazy pricing they will price themself out of the common market and will only retain the high end users and i think most money can be made in the common market.

@jerome6383 10 ай бұрын

I think he is rather talking about Nvidia killing AMDs chance to grow big in the AI industry.

@tylerbennett4488 10 ай бұрын

He’s talking about workstation GPU’s. Not consumer GPU’s. Nobody is buying 3060Ti’s for their AI workloads.

@chaoticmind176 10 ай бұрын

@@tylerbennett4488 ahh ok my bad but still i dont think this will kill amd nor any other company especially not intel bc they still will have enough market share in other plac es to be killed off by nvidia. Also they themself (amd and intel) for sure will bring out a product that can compete with nvidia

@fredcastor1 10 ай бұрын

amd catched up on intel's cpu technology, they can give us a surprise in the next generations

@MARKXHWANG 10 ай бұрын

that took like 56 years?

@fredcastor1 10 ай бұрын

@@MARKXHWANG technology is exponential?

@SomeGuy-ws5zj 10 ай бұрын

I don't care. I only check the charts. And the charts is shouting DONT buy Nvidia. Buy INTC and IBM. An event that we can't see and will occur in the future will make the price up and only that two are cheap.

@TickerSymbolYOU 10 ай бұрын

they're cheap for a reason

@czarcoma 10 ай бұрын

Oh. I see a monopoly coming. Antitrust law suit anyone?

@unkown34x33 9 ай бұрын

that keynote... was pretty bad... lol Nvidia might think AI is the way for everything, but it's not lol

@RealShinpin 10 ай бұрын

I just want a decent consumer ai card..

@rahmanesa7063 10 ай бұрын

you are not worth it when compared to all those juicy margin that nvidia can demand fron the institutions and corporates.

@hyphydan 10 ай бұрын

Why? Just rent from the cloud like every business. AWS or Azure can help

@RealShinpin 10 ай бұрын

@@hyphydan Because I don't want to promote gaming and everything else being switched to the cloud. The likes of google and amazon have enough power, they can screw off.