The most important rivalry in the global economy is happening between two first cousins once removed. 🧬 We investigate the incredible family dynamic between Jensen Huang (Nvidia) and Lisa Su (AMD), who are currently fighting a zero-sum war for the soul of the AI revolution.
1. The Family Secret: We break down the genealogy that Silicon Valley obsessed over: Jensen’s mother is the youngest sister of Lisa Su’s grandfather. While they didn't grow up together, they now sit at opposite ends of the most lucrative table in history. We contrast their styles: Jensen, the leather-jacketed showman building a $5 Trillion empire on the closed "CUDA" ecosystem, versus Lisa, the pragmatic engineer who saved AMD from bankruptcy and is now the only serious threat to Nvidia's monopoly.
2. The David vs. Goliath Math: Nvidia controls 80-90% of the AI chip market with its H100 and Blackwell GPUs, enjoying gross margins that make software companies jealous. But AMD is striking back. We analyze Lisa Su’s strategy with the MI300X chip, which beats Nvidia on raw memory specs, and her open-source "ROCm" software designed to break the vendor lock-in that keeps the world addicted to Nvidia.
3. The Stakes: This isn't just about stock prices; it's about the future of compute. We discuss why Big Tech (Microsoft, Meta, Google) is secretly rooting for AMD to succeed to avoid being held hostage by a single supplier. If Lisa Su can capture just 20% of the market, she changes the physics of the AI economy. If she fails, Jensen becomes the undisputed King of Compute.