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AMD stock vs NVIDIA stock - it's a comparison we first did nearly seven years ago after identifying NVIDIA as perhaps the best artificial intelligence stock at the time. Today, investors are probably interested in how these two companies compare because they're hoping AMD stock takes off at the same trajectory as NVDA stock. You might be surprised to know that both companies have performed quite well over the past eight years. Today, their respective valuations aren't that far off, though NVDA stock is more rich. That's no surprise because they're growing faster and have better cash flows. AMD is clearly playing catchup, and analysts hope their new MI300 chip will - at a minimum - allow them to capture the breadcrumbs NVIDIA leaves behind. The bear case for AMD is that their software platform just can't keep up with NVIDIA's CUDA platform. This video is chock full of information including NVIDIA's foray into Enterprise AI which all investors in AI stocks will want to watch.
RESEARCH PIECES USED IN THIS VIDEO:
1. NVIDIA’s Growth is Stalling: Why We’re Not Worried
www.nanalyze.com/2023/03/nvid...
2. Xilinx - Investing in FPGAs For AI Hardware
www.nanalyze.com/2017/05/xili...
3. Investing in GPUs for AI - AMD GPUs vs NVIDIA GPUs
www.nanalyze.com/2017/05/inve...
4. The Artificial Intelligence Stock That Rocked Wall Street
www.nanalyze.com/2016/11/arti...
CHAPTERS:
Intro
00:26 When we first wrote about NVIDIA
00:50 AMD vs NVDA back then
02:27 How to measure AI revenues
03:10 NVIDIA's crazy growth vs AMD
04:22 AMD's challenge to NVIDIA
06:48 NVIDIA's biggest advantage
08:50 NVIDIA and Enterprise AI
10:15 AMD vs NVDA: Profitability
11:43 Performance numbers are in
12:46 Valuing NVIDIA vs AMD
14:13 Parting thoughts
Conclusion
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