One of the biggest ‘threats’ to NVIDIA in the coming years is AMD’s GPUs taking market share. AMD reports after the bell today, so we’ll get some more insight into whether the company is gaining ground. AMD improving the broader ‘ecosystem’ around its AI chips. For example, researcher Semi Analysis recently praised the progress of AMD’s software that could finally start taking a bite out of NVIDIA’s CUDA moat. on the other hand large hyperscalers like Amazon (Nasdaq: AMZN) and Microsoft (Nasdaq: MSFT) have reportedly struggled getting usage of AMD’s chips in their datacenters that’s comparable to NVIDIA chips. However, recent interviews on ‘expert networks’ like Tegus point to AMD catching up in areas like inferencing. Do you think that NVIDIA dominance is under threat ?
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