Reported 6 months ago
The article discusses Microsoft's recent announcement to offer its cloud computing customers the option of using AMD's MI300X AI chips as an alternative to Nvidia's GPUs, due to supply constraints. However, the author suggests that it's not yet time to dump Nvidia stock in favor of AMD. Instead, it might be a good time to consider investing in both Nvidia and AMD, as well as in Taiwan Semiconductor Manufacturing (TSMC), which is working to expand its production capacity to meet the high demand for GPUs. The article highlights the growth potential of all three companies in the long term, with Nvidia being the preferred choice, followed by TSMC and then AMD, in terms of investment.
Source: YAHOO