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A comment on AMD expects to outsell Intel in Q4 for the first time in history. Parent comment
You mean going mild.
The $17bn that AMD is projecting to make mid-2026 is what NVIDIA was already making mid-2023.
Both companies were somewhat similar in revenue towards the end of 2022 (just before/around the ChatGPT launch).
That's what the GP meant by "sitting out a generational AI boom".
You mean going mild.
The $17bn that AMD is projecting to make mid-2026 is what NVIDIA was already making mid-2023.
Both companies were somewhat similar in revenue towards the end of 2022 (just before/around the ChatGPT launch).
That's what the GP meant by "sitting out a generational AI boom".