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Re: ShawnP123 post# 11030

Wednesday, 07/24/2024 5:48:35 PM

Wednesday, July 24, 2024 5:48:35 PM

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I disagree. From what I’m reading they are taking as many H100s that they can get their hands on. NVDA even forecasted the upcoming 10Q would be more than last quarter. Certainly AMD will capture some of the Data Center, Hyper Scaler business. Lisa Su predicted $4 billion for the year. What AMD doesn’t have is CUDA. CUDA is being utilized by developers worldwide. CUDA is to NVDA what IOS is to APPL

Most economists haven’t yet figured out how large the AI market is/will be. Economists estimate that NVDA is getting between 80-85% of the AI spend currently. Obviously there are current competitors to NVDA’ s GPUs. Is there yet a true competitor to NVDA’s complete AI offering? IMO, not currently
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