Nvidia, AMD's new chips spice up AI race for data centers

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  • Опубликовано: 19 окт 2024
  • Nvidia (NVDA) and Advanced Micro Devices (AMD) introduced their latest generation of AI chips - Nvidia's Ruben and AMD's MI325X accelerator - as the chip giants accelerate into a new product cycle. I/O Fund Lead Tech Analyst Beth Kindig joins The Morning Brief to comment on the market share these chip leaders have room to acquire as they roll out more of these products in the tightening AI race.
    This video was originally published on June 3, 2024
    Learn more about Beth and the I/O Fund at: io-fund.com/
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Комментарии • 13

  • @bestimmtgut
    @bestimmtgut 4 месяца назад +11

    i love this woman please bring more of her

    • @henkmans7549
      @henkmans7549 4 месяца назад

      Why do you love her? Is it because of her looks, because she says exactly what you want to hear, or maybe a bit of both?

    • @thusomatejane
      @thusomatejane 4 месяца назад +2

      Yes even mine I love her so much, she is intelligent I love there she thinks regarding semi conductor analysis

    • @dgaz3057
      @dgaz3057 4 месяца назад +1

      Pretty scary the predictions...

    • @Wobbothe3rd
      @Wobbothe3rd 4 месяца назад +2

      @@henkmans7549 she's actually right. Her arguments are backed up by the evidence, and she's eloquent.

    • @RONV673
      @RONV673 4 месяца назад +1

      ​@henkmans7549 why you left out smart she's been spot on nvda since 4 years ago.

  • @mr9977
    @mr9977 4 месяца назад +1

    Thank you, BK!

  • @dgaz3057
    @dgaz3057 4 месяца назад +1

    So we've basically created the central nervous system...

  • @keegankirk8848
    @keegankirk8848 4 месяца назад +7

    😆 AMD is never going to catch up to Nvidia

    • @HeroDai2448
      @HeroDai2448 4 месяца назад +2

      I am holding nvidia shares and not AMD but never say never

    • @Wobbothe3rd
      @Wobbothe3rd 4 месяца назад

      They may never catch up to where Nvidia is, but they probably will eventually catch up to where Nvidia is now, and that very well might be enough to take a big chunk of the market. TSMC can only supply so much.

    • @keegankirk8848
      @keegankirk8848 4 месяца назад

      ​@@Wobbothe3rdWrong