Reported 4 months ago
AMD and Nvidia both made product announcements at Taipei's Computex conference, with Nvidia revealing details about the next-generation 'Rubin' chip platform and AMD launching its new AI processor. KeyBanc Capital Markets technology analyst John Vinh discusses Nvidia's annual product cadence and shift towards full-server systems, while highlighting AMD's potential to effectively compete with Nvidia as markets seek a credible second source for AI chips with the industry looking for alternatives to Nvidia's high margins. The tech sector is seen to be in early stages of generative AI, with Nvidia making substantial architectural shifts, and AMD led by CEO Lisa Su demonstrating a strong track record of execution and market share growth in the server and PC markets.
Source: YAHOO