AMD Stock | NVDA | AWS: How could AMD join Nvidia in the $1 trillion club within a decade?



AMD Stock | NVDA | AWS: How could AMD join Nvidia in the $1 trillion club within a decade?

AMD Stock | NVDA | AWS: How could AMD join Nvidia in the $1 trillion club within a decade?

AMD Stock | NVDA | AWS: How could AMD join Nvidia in the $1 trillion club within a decade?

AMD is not only a leader in the PC and gaming market, but also a rising star in the AI and data center space. And it just unveiled its new MI300 chip that could challenge Nvidia’s dominance in this segment. Let me break it down for you.

AI is a huge market opportunity for data center chips. Nvidia has been the king of this market for a long time, with an estimated 90% market share. But that could change soon, because AMD has just launched its MI300 chip, which is a beast of a chip for AI workloads. It comes in two flavors: the MI300A and the MI300X.

The MI300A is a 3D stacked chip that combines both CPUs and GPUs to create an advanced processing unit, or APU, for data centers. This chip is so powerful that it will power the world’s fastest supercomputer, called El Capitan, which will be online later this year. This supercomputer will be able to do two exaflops of performance, which means it can do two quintillion calculations per second. That’s faster than all the humans on Earth combined!

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