Ruben Roy, managing director of equity research at Stifel, discusses AMD’s earnings and its outlook for growth, and says the company is investing “quite aggressively” in artificial intelligence.
AMD is the ‘only viable alternative’ to Nvidia’s high-tech chips, financial services firm says
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Tough time finding supply without AMD AI chips? It’s all made in the same TSMC fab.
You’re right. Also Nvidia’s already rolling out their chips to their customers this quarter. While AMD hasn’t . If Nvidia is having a tough time with supply, shouldn’t that be the same with AMD ?