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n4807g

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n4807g

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Tuesday, 04/09/2024 8:30:03 AM

Tuesday, April 09, 2024 8:30:03 AM

Post# of 29293
AI processors. I wonder if the effort to build AI processors beyond NVDA & AMD will significantly impact their revenue streams in the future. Alphabet, Microsoft, Apple, Amazon and others have deep pockets, and could potentially build out their own AI hardware systems. Are AMD and Nivida moats sufficiently wide to justify their lofty valuation?

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