Why AMD Can Outpace Nvidia Through 2030
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- Опубликовано: 1 июл 2024
- AMD is equal to Nvidia on hardware in many regards, but CUDA has locked in Nvidia’s monopoly; however, it’s likely that Big Tech and developers will seek alternatives to CUDA to limit reliance on Nvidia for the entirety of the hardware stack for AI development.
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So many analysts just don't really understand how far ahead Nvidia really is and how much stronger their research and development and entire ecosystem is. They will be leading every company that's trying to chase them .....they will be continuing to develop and advance and staying miles ahead. Even if Nvidia stopped research dead cold they are years ahead of the closest competition.
Thats what I thought too.
It is exaggerated but I always think of the movie "Ready Player One"
when I think of NVIDIA.
They will certainly lead the market like crazy in the future
And you know everything, right?
@@simrans3675 no, I dont but more than you probably
@@weissbrot-rg9hd You keep assuming and guessing things...and keep confirming it. Case in point 🙂
@@simrans3675 Was your comment addressed to me? No matter I will answer your question. NO ONE CAN PREDICT THE FUTURE. BUT we can use our analytical skills to best determine the future. MY GUESS is NVIDIA is going to KICK ASS. BUY AND HOLD NVIDIA is my recommendation. GOOD LUCK! 😁
When Jensen says CUDA, what he really means is CUDA kernels, not the set of AI libraries built on top of CUDA.
I respect Beth’s opinion. I just think Nvidia is a better product and company.
nobody is arguing that NVDA is the better company. The debate is which company is likely to outperform over the next 5 years from today
Thank you
I think AMD just needs to make a really competent product to sell, doesn't need to be the best. They've surprised us before.
2030 is too late, the environment and technologies will be changed dramatically
Exactly!.....and Nvidia will continue to develop technology in so many areas.
you will still need inferencing chips for the next 5 years. CUDA gives NVDA a monopoly on training gpus, but for inferencing they don't have that same competitive advantage
I agree NVDA is still going to the moon but its already in outer space. AMD on the other hand is still trying to launch the rocket but they will get there
She same told all sell MSFT a month ago ..overvalued .ha!
Even if AMD did everything better than Nvidia (which they don’t) they would still struggle to secure supply plus their chips are even harder to build.
They will
Making bank on NVDA this year. Bleeding like a mofo on AMD this year.
Not gonna happen
Don't know the truth. Time Will tell.
What s your agenda ???
What’s yours?
Nvidia is only 20 years ahead of anyone in both AI hardware and software!