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Re:Investors Are Happy to Pay Premium for Tech, but Not for AI by yeck on Monday July 31, 2023 @08:01PM (#36950590)
I'd say they are a winner right now. Selling some of the best shovels and sieves in the gold rush hype.

Edit: if AMD plays their cards right, I'd expect that they can get a lot more in on the action, too.

Re:Investors Are Happy to Pay Premium for Tech, but Not for AI by pclmulqdq on Monday July 31, 2023 @09:58PM (#36951423)
Intel and AMD are both trying to win the supercomputer-scale AI battle, and both of them have chips that put up impressive paper results. Nvidia's user experience is just better, though, and they treat hobbyists with slightly less disdain than the other chip companies.