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AMD's $243 Billion AI Disaster...What Happened? | Logically Answered
AMD's $243 Billion AI Disaster...What Happened?
Take your personal data back with Incogni! Use code LOGICALLYANSWERED at the link below and get 60% off an annual plan: http://incogni.com/logicallyanswered
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.
Earn Cash Back On Stocks: Up To $5,000 Per Year
https://www.silomarkets.com/logic
Free Weekly Newsletter With Insiders:
https://logicallyanswered.co/
Socials:
https://www.instagram.com/hariharan.jayakumar/
Discord Community:
https://discord.gg/SJUNWNt
Timestamps:
0:00The State Of AMD
0:44The Unbelievable Comeback
10:13Nvidia Bets Elsewhere
15:33Playing Catch Up
Resources:
https://pastebin.com/HFJdWBVJ
Disclaimer:
This video is not a solicitation or personal financial advice. All investing involves risk. Please do your own research.
https://www.silomarkets.com/disclosures
Disclosure: This video is sponsored by Incogni. Some of the links in this description may be affiliate links, which means I may earn a small commission at no additional cost to you.
Logically Answered is centered around explaining the economics of tech and social media. These sectors are generally analyzed through the lenses of finance and economics to determine which industries and companies will thrive and which will fall. In addition to this analysis, the content is often focused on the stories of various famous entrepreneurs such as Elon Musk, Steve Jobs, and Jeff Bezos. Logically Answered also cover the rise and fall of several interesting companies and services that we come across on a daytoday basis. There have been so many companies that have risen to fame and then died out in a single generation. The most interesting companies are the ones that were able to save themselves and avoid bankruptcy. Feel free to follow the podcast if you would like to see any of these topics Logically Answered.Find Logically Answered on YouTube: https://www.youtube.com/@LogicallyAnswered/Disclaimer: This podcast is an independently created audio adaptation of content originally published by Logically Answered. This is a fan made podcast that appreciates the channel’s insightful approach to knowledge and aims to make it accessible to those who prefer listening over watching. This podcast is not affiliated with, endorsed by, or officially connected to Logically Answered in any way. All rights to the original content belong to Logically Answered. If you have any concerns, please reach out.
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By Logically AnsweredAMD's $243 Billion AI Disaster...What Happened?
Take your personal data back with Incogni! Use code LOGICALLYANSWERED at the link below and get 60% off an annual plan: http://incogni.com/logicallyanswered
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.
Earn Cash Back On Stocks: Up To $5,000 Per Year
https://www.silomarkets.com/logic
Free Weekly Newsletter With Insiders:
https://logicallyanswered.co/
Socials:
https://www.instagram.com/hariharan.jayakumar/
Discord Community:
https://discord.gg/SJUNWNt
Timestamps:
0:00The State Of AMD
0:44The Unbelievable Comeback
10:13Nvidia Bets Elsewhere
15:33Playing Catch Up
Resources:
https://pastebin.com/HFJdWBVJ
Disclaimer:
This video is not a solicitation or personal financial advice. All investing involves risk. Please do your own research.
https://www.silomarkets.com/disclosures
Disclosure: This video is sponsored by Incogni. Some of the links in this description may be affiliate links, which means I may earn a small commission at no additional cost to you.
Logically Answered is centered around explaining the economics of tech and social media. These sectors are generally analyzed through the lenses of finance and economics to determine which industries and companies will thrive and which will fall. In addition to this analysis, the content is often focused on the stories of various famous entrepreneurs such as Elon Musk, Steve Jobs, and Jeff Bezos. Logically Answered also cover the rise and fall of several interesting companies and services that we come across on a daytoday basis. There have been so many companies that have risen to fame and then died out in a single generation. The most interesting companies are the ones that were able to save themselves and avoid bankruptcy. Feel free to follow the podcast if you would like to see any of these topics Logically Answered.Find Logically Answered on YouTube: https://www.youtube.com/@LogicallyAnswered/Disclaimer: This podcast is an independently created audio adaptation of content originally published by Logically Answered. This is a fan made podcast that appreciates the channel’s insightful approach to knowledge and aims to make it accessible to those who prefer listening over watching. This podcast is not affiliated with, endorsed by, or officially connected to Logically Answered in any way. All rights to the original content belong to Logically Answered. If you have any concerns, please reach out.
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Learn more about your ad choices. Visit megaphone.fm/adchoices