$AMD(AMD.US)I'm putting it out there, as long as NVIDIA is around, AMD will never make it in AI. NVIDIA's focus is on the B2B sector, while AMD is in the B2C sector. Serving B2B clients has one characteristic: winner takes all, like TSMC in chip manufacturing, ASML in lithography machines, and Foxconn in consumer electronics manufacturing. The U.S. doesn't need another NVIDIA; one NVIDIA is enough. Serving B2C has one characteristic: no matter how bad the product is, there will still be a market. As long as this logic holds, AMD's valuation and potential need to be reassessed. That's why I say its market cap is on par with Intel's, and it's not without reason.
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