IT'S OVER! I Can't Stay Quiet on AMD vs Nvidia Stock (NVDA) Any Longer

About this video

• Video Title: IT'S OVER! I Can't Stay Quiet on AMD vs Nvidia Stock (NVDA) Any Longer
• Channel: Ticker Symbol: YOU
• Speakers: Alex
• Duration: 13:23

Overview

This video discusses a new partnership between Intel and Nvidia and its implications for the AI market, particularly for AMD. The speaker breaks down the specifics of the deal, how it impacts Nvidia's ecosystem, and the potential consequences for AMD in both the data center and consumer PC markets. The video also touches upon stock market implications for Intel, Nvidia, and AMD.

Key takeaways

• Intel-Nvidia Partnership: Nvidia is investing $5 billion in Intel, gaining a significant stake and influence. This collaboration focuses on two main areas: data centers and consumer PCs.
• Data Center Impact: The partnership aims to create an x86 CPU integrated with NVLink, optimizing it for Nvidia's data center ecosystem. This addresses a key barrier for enterprises hesitant to switch from x86 to ARM-based processors like Nvidia's Grace, potentially expanding Nvidia's total addressable market significantly.
• Consumer PC Market Entry: Intel and Nvidia are co-designing an integrated x86 CPU and GPU for consumer PCs, directly competing with AMD's APUs. This leverages Intel's expertise in x86 and PC ecosystem relationships, combined with Nvidia's RTX graphics, NVLink Fusion, and AI software stack.
• AMD's Position: The partnership poses a threat to AMD as Nvidia's ecosystem now supports x86 processors, reducing AMD's advantage in markets where it doesn't directly compete with Nvidia. While AMD is strong in general computing and gaming consoles, its growth in data centers and consumer PCs faces new competition.
• Stock Implications: The speaker views Intel's role as a "salvation and surrender," still not a buy due to execution risks. Nvidia is seen as a major winner, expanding its market reach and strengthening its ecosystem. AMD faces increased competition, and its future market share will depend on how these new Intel-Nvidia chips perform.