AMD's $243 Billion AI Disaster...What Happened?

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AMD is one of the largest chip companies in the world, and the only other major player within the GPU space aside from Nvidia. As such, you would think that AMD has been crushing it, given all of the demand and hype for GPUs to run massive data centers and train AI models, but this is not how things have played out. In fact, AMD has been in a fullon bear market, falling 66% within the last year, which translates to a market cap loss of $243 billion. Normally, such underperformance can be blamed on poor leadership and stagnation, as with Intel, but AMD is the exact opposite. Under Lisa Su’s leadership, AMD has quite literally risen from the dead, become a strong competitor in the desktop CPU space, and become a viable GPU maker. Yet, none of this has given them the hype or returns that Nvidia has enjoyed. This video analyses the various reasons why AMD hasn’t been able to capitalize on the AI boom despite making GPUs and being extremely agile and tactical.

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Timestamps:

0:00The State Of AMD

0:44The Unbelievable Comeback

10:13Nvidia Bets Elsewhere

15:33Playing Catch Up

Resources:

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