AMD Stock vs NVDA Stock | An Analysis
AMD stock vs NVIDIA stock. There’s only one reason investors are interested in how these two companies compare. It’s because they’re hoping AMD stock takes off at the same trajectory as NVDA stock. As long-time investors in $NVDA, we want to see what competitive threat AMD proposes. The answer is, not much. What we did learn when comparing these two companies is that NVIDIA sits in its own world with an inflated stock price that’s tripled in six months. That means any AMD stock analysis needs to detach itself from NVIDIA and judge the company on its own merits. AMD doesn’t appear overvalued, though we question the “purity” of their data center segment when it comes to GPUs AI hardware exposure. Maybe their acquisition of Xilinx’s FPGAs might help them steal market share from NVIDIA which claims upwards of 80% of the AI hardware GPU market.
RESEARCH PIECES USED IN THIS VIDEO:
1. NVIDIA’s Growth is Stalling: Why We’re Not Worried
https://www.nanalyze.com/2023/03/nvidias-growth-stalling/
2. Xilinx – Investing in FPGAs For AI Hardware
https://www.nanalyze.com/2017/05/xilinx-investing-fpgas-ai-hardware/
3. Investing in GPUs for AI – AMD GPUs vs NVIDIA GPUs
https://www.nanalyze.com/2017/05/investing-gpus-ai-amd-vs-nvidia/
CHAPTERS:
Intro
AMD and AI hype
AMD vs NVIDIA revenues
Valuing AMD vs NVIDIA
How much AI is in AMD?
Why AMD acquired Xilinx
Supply and demand for AI chips
Conclusion
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