In this report, I cover two fields. The first one is the Nvidia, ASICs, and AMD battle, where I found numerous valuable insights that have shaped some of my future thinking. The second section of this report provides insights into the cloud positions of Amazon, Microsoft, and Google before their earnings announcements.
I think adoption at hyperscalers, potentially, yes, but the mindshare shift will probably still take years, unless AMD makes big overlaps with MI400+ generations over Nvidia.
With ROCm improving, could mindshare shift from CUDA happen sooner than the market thinks?
I think adoption at hyperscalers, potentially, yes, but the mindshare shift will probably still take years, unless AMD makes big overlaps with MI400+ generations over Nvidia.
Good points on hyperscaler adoption, appreciate the insight. Let's connect and share more insights!
Thanks! Enjoyed it - here's my take on the semis with all the recent drama https://open.substack.com/pub/techitalt/p/semis-this-august-trumps-100-tariffs?r=5jmutn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true