2024-06-06 11:04:18 ET
Summary
- Nvidia Corporation dominates the AI and GPU market, but Advanced Micro Devices, Inc. and Intel are trying to compete and participate in the AI growth narrative.
- AMD and Intel are in direct competition with each other for the CPU market and are both targeting the data center market.
- AMD has shown improving profitability and aggressive growth expectations, while Intel has a more reasonable valuation and potential for a turnaround.
Thesis Summary
When it comes to AI and GPUs, Nvidia Corporation ( NVDA ) continues to dominate the market. However, its sector peers keep trying to update their own products to compete with Nvidia and participate in the exponential AI growth narrative.
Nvidia's closest competitor is Advanced Micro Devices, Inc. (AMD), which also offers GPUs for Data Centers....
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AMD Vs. Intel: Challengers To The Throne