![]() ![]() I would have grave doubts that they know the AMD development environment as well. Now, the thing is that the developers of AI training today all know the Cuda development environment, which is what Nvidia uses, extremely well. Basically, developers like to have great support, they like to have great tools, they like for companies that they use to make their lives easy. JULIE HYMAN: Richard, from somebody who doesn't know, you know, who's never coded, what makes it more attractive to developers, one versus the other? So it really depends on AMD's ability to bring the performance and to make sure or entice the developers to actually say, yes, we want to develop on AMD. This is why Google Cloud and Microsoft signed deals with Nvidia. And if you don't put it in your center, we're going somewhere else. And developers say, we want to develop on Nvidia silicon. But what it really comes down to is Nvidia has a massive lead in this space because it started a long time before anybody else.Īnd it has managed to corral the developers. And so I think there is a possibility that AMD does gain some market share. The problem you have if you look at Nvidia's valuation, it's telling you exactly what the market thinks, which is, it's going to be Nvidia, and it's going to be all of it. RICHARD WINDSOR: It doesn't have to be one or the other. And that's going to be the key.ĪKIKO FUJITA: Does it have to be one or the other though, Richard? I mean, you look at where the stock moved on that Reuters report yesterday, well, we've heard over and over that the AI opportunity is so big, there's enough to go around. But it remains to be seen how many developers actually want to use it. AMD is probably one of the most significant challengers to date because they're going to sell the chip to everybody. So there are a whole load of them in that space. Don't forget you've also got Google that makes its own chips, you've got some independent companies such as Graphcore in the UK. So if you look at the situation at the moment is that Nvidia is effectively a monopoly with probably around about 85% market share. RICHARD WINDSOR: It's a difficult one to say. ![]() JULIE HYMAN: So is the right way to frame it to think about AMD versus Nvidia, and that one of these is going to be the winner in this AI situation? Richard's been covering the tech space for years, including 11 years at Nomura, where he focused on equity coverage of the global technology sector. Our next guest has some thoughts on the matter. JULIE HYMAN: All of this coming as Reuters reports Amazon Web Services is considering using AMD's chips. And the underlying technology for that is GPUs. LISA SU: Everyone has sort of captured this whole idea of ChatGPT and generative AI and copilot functions, using AI to help us in our businesses and our personal lives, making us more productive and more capable. ![]()
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