LuluBaby
2026.01.31 19:12

$AMD(AMD.US)

Amd looks far behind NVdia in a AI GPU. The recent Google’s TPU is more competitive when it comes to tasks specification and cost-efficiency. Unless AMD innovation and higher cost and profit margin without heavily relying on stacking memory, it can still compete with others to closing the gap. A bit disappointed with expectation vs return on amd position. @Bridge Buzz SG

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