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Posted by
Two Blokes Apr 20 -
Filed in
Stock
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7 views
A rising tide lifts all boats, and that applies to AMD with respect to the strong growth in the AI data center market. While its top-end chips are comparable to those of Nvidia, it is still hampered by networking and software, although these matter somewhat less in the inference market. But they don't have to beat Nvidia, AMD is benefiting from the high cost and scarcity of high-end Nvidia chips.
