points by kcb 3 days ago | 0 comments
What are we talking about in this thread. This post is literally about AMD revenue going wild during the AI boom.
[–] ckastner 3 days ago
> This post is literally about AMD revenue going wild during the AI boom.
You mean going mild.
The $17bn that AMD is projecting to make mid-2026 is what NVIDIA was already making mid-2023.
Both companies were somewhat similar in revenue towards the end of 2022 (just before/around the ChatGPT launch), so it's not as if NVIDIA was already that far ahead in financial terms. But right around ChatGPT, NVIDIA went all-in on AI, for example by securing massive leading-edge capacity at TSMC, even outbidding Apple.
That's what the GP meant by "sitting out a generational AI boom".
[–] expedition32 2 days ago
And when the boom goes bust guess who will still be around chugging along?
[–] halJordan 3 days ago