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I see it similarly, Long $AMD and there doesn't have to be a winner
there is enough room for $NVDA and $AMD
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@BamBamInvest Well, it's not just 2 providers, that's the problem. People underestimate the custom chips and co and in the AI sector everyone wants the best chips.
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@topicswithhead Correct, but there are also several areas of application and demand will not decrease.
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@BamBamInvest true, but that doesn't mean that it will be amd chips. Why should new seats end up at AMF when production is being cut back. They are also losing out in other areas. Consumers value for many cpus amd is currently the best, value for money gpu intel is currently the best and if you want the best of the best go to Nvidia
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@topicswithhead That's true, but wait and see what will be presented next year, what surprises there are and how the software from $AMD develops. I have to go to bed now, it's a bit later for me, we'll chat again another time 😁. Good night 🌜