Although AMD's AI accelerators have made inroads into the data center, Nvidia still largely dominates that market. AMD's unique positioning comes from its CPUs, which have become a focal point of agentic AI data centers over the past year.
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Jake Roach Social Links Navigation Senior Analyst, CPUs Jake Roach is the Senior CPU Analyst at Tom’s Hardware, writing reviews, news, and features about the latest consumer and workstation processors.
-Fran- I'm starting to think this is "Monopoly" money… How many goats is that? Regards. Reply
helper800 -Fran- said: I'm starting to think this is "Monopoly" money… How many goats is that? Regards. Many, many goats, my friend. Reply
wwenze1 -Fran- said: I'm starting to think this is "Monopoly" money… How many goats is that? Regards. It's just money diverted from finance and property sectors. Meaning there's still waaaaaay more of it to go around. And at least the chips manufactured can actually do more and more things… my house from $10,000 to $1,000,000 is still the same house. Reply
derekullo wwenze1 said: It's just money diverted from finance and property sectors. Meaning there's still waaaaaay more of it to go around. And at least the chips manufactured can actually do more and more things… my house from $10,000 to $1,000,000 is still the same house. True but whereas a house's value is based on its location and square footage a chip's value is how efficient it can crunch numbers compared to other chips. A "working" 20 year old Intel Core2 Extreme X6800 can indeed still compute, but no one is going to pay for or take a dual core 2 thread @ 2.93 gigahertz cpu seriously. A house after 20 years may still be a livable house with tons of value … a 20 year old cpu is just a paperweight. Reply
TerryLaze derekullo said: True but whereas a house's value is based on its location and square footage a chip's value is how efficient it can crunch numbers compared to other chips. A "working" 20 year old Intel Core2 Extreme X6800 can indeed still compute, but no one is going to pay for or take a dual core 2 thread @ 2.93 gigahertz cpu seriously. A house after 20 years may still be a livable house with tons of value … a 20 year old cpu is just a paperweight. It's all about how much business a company does with A.I. , because that's the hottest thing ever right now, the more it does the more the stock gamblers will pay through the nose to buy up stock, because they buy stock with the knowledge that it will be worth even more at a future date. This is the inflation phase of a potential bubble, some bad news can be enough to scare all the gamblers into selling at any price and we will have plenty of companies collapsing under the sudden loss of valuation. Like you said for a house it's location, if a house is on the site that the railroad will be build through (anything big is going to be build) suddenly it will shoot up in value. Reply
hotaru251 -Fran- said: How many goats is that? average goat price is $100-$800 so 10 billion goats on cheap end (literally more goats than people on planet) or1.250 million goats on high end Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/amd-beats-intel-to-the-trillion-dollar-club-as-stock-price-soars-firm-joins-nvidia-broadcom-and-sk-hynix-for-companies-worth-over-usd1-trillion#main
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Informational only. No financial advice. Do your own research.