AMD Good Hold. With the whole market tanking this is a good sign.. tmrw pray we get .25 cut that would give us jump with Amazon news awaited. Hopefully China trades get sorted. There is a lot untill next earning. Brace for impact. One thing guaranteed lot of swings to be seen.
AMD something for swings and shorts to keep in mind about $AMD.NVDA's current top AI GPU is the H200. The Instict MI350 releasing in Q3 has DOUBLE the memory capacity and performance of the H200. Now, let's talk Inference Performance....this is how well an AI model performs when using input data to solve the questions asked. Inference performance can impact the speed and more importantly the cost of AI applications. There are a lot of factors, but it is sufficient for this board to mention that the MI350 has "up to 35x improvement" of inferencing performance over the MI325. The MI325 wasn't quite par with the H200, but it wasn't far off either.
AMD only has about 4% of the GPU market. AMD inferencing performance could seriously outperform Nvidia's H200 leading to less expensive AI problem solving.
All I really see is upside here for AMD. Lots of silly comments from people emotionally reacting to market swings, but good news is going to keep coming out. AMD is winning billion dollar contracts, and there will be more of them, no doubt.
There is, of course, a developer ecosystem advantage for Nvidia, but money talks, and I believe AMD will make big waves in the coming years.
Just yesterday, AMD's CEO said she expects AMD to be over 500 Billion in the next 3 years.