Rosenblatt analyst Hans Mosesmann flagged salient articles in the last week specific to AI, Bandwidth, and Computing that are important and merely interesting as they relate to critical secular themes.
Advanced Micro Devices, Inc (NASDAQ: AMD) (Buy rated with a price target of $200) versus Nvidia Corp (NASDAQ: NVDA) (Buy rated with a price target of $1,100) Artificial Intelligence Fight In the last week, an amusing spat emerged between AMD and Nvidia, with the latter claiming that AMD did not include the updated optimizations to the H100 GPU as used during the MI300X launch of December 6.
Therefore, from Nvidia’s perspective, Full story available on Benzinga.com