NVIDIA & AMD: All In On AI (But At What Cost?)

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I think the PC market is doomed. Yes, doomed. And artificial intelligence will be the final nail in the coffin. The problem is that companies like #nvidia ( #nvda stock ), #amd ( AMD stock), and #intel (INTC stock) all have multi-billion dollar business units focused on PC GPUs and CPUs. So, what does the end of the PC market mean for these companies and their investors? Are Nvidia, AMD, and Intel still some of the best stocks to buy now?

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Simply Wall Street’s Nvidia (NVDA Stock) Valuation: https://simplywall.st/stocks/us/semiconductors/nasdaq-nvda/nvidia?via=tsyou

Advanced Micro Devices (AMD Stock) Valuation: https://simplywall.st/stocks/us/semiconductors/nasdaq-amd/advanced-micro-devices?via=tsyou

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📝 Resources & References 📝
@NVIDIA vs @AMD Discrete GPU Market Share: https://www.tomshardware.com/news/jpr-q1-2023-aib-report-jpr

@Intel Meteor Lake iGPUs rumored to outperform: https://www.digitaltrends.com/computing/intel-meteor-lake-integrated-graphics-rumors/

@Microsoft Moving Windows to the Cloud: https://www.spiceworks.com/tech/it-strategy/news/microsoft-windows-cloud-pc/

Steam Survey (July 2023): https://store.steampowered.com/hwsurvey/Steam-Hardware-Software-Survey-Welcome-to-Steam

Mobile Gaming Statistics (as of 2022): https://sea.mashable.com/tech-1/20432/60-of-entire-gaming-market-is-now-dominated-by-mobile-gaming-study-finds

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