Here is the most important sound byte from NVDA's Earnings Call. An analyst asked the potential size of the AI market and where are we in AI development. Jensen response was that "All data centers will be accelerated...currently only 10% of data centers are accelerated". The data center GPU/Accelerator market will see massive growth over the next 3-5 years. This will benefit both NVDA and AMD! I own both and will not be overly concerned about share swings between AMD & NVDA....tide is rising to the benefit of both companies.
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