NVIDIA Corp (NVDA)

[Dallas-Cowboys]

“AMD's problem is by the time the Mi300 comes to market NVDA will be selling Blackwell B100 or maybe even X, which will be 4 generations ahead of the Mi300. So it will be the same story as gaming, AMD will have a solution but it will be inferior to NVDA's solutions. The largest companies will still buy from NVDA, they will have to in order to stay competitive. When a company is competing to stay on top (cloud company for ex) they will only buy the best to give their customers the best experience. AMD will pick up some customers, but NVDA will control a large majority of the market. In the gaming market, NVDA sells to all the serious hardcore gamers and controls a majority of the market....AI will be no different.”