Nvidia (NVDA) and AMD (AMD) have both made product announcements at Taipei's Computex conference. Nvidia CEO Jensen Huang revealed details about the next...
) have both made product announcements at Taipei's Computex conference. Nvidia CEO Jensen Huang revealed details about the next-generation"Rubin" chip platform, while AMD launched its new AI processor. KeyBanc Capital Markets technology analyst John Vinh joins Market Domination Overtime to discuss how to weigh these announcements.
But I think the the most important thing and investors have really been kind of keying in and focusing on it with NVIDIA is this whole shift to this whole full server system stack platform starting with GB 200 NV, all 72 right? And then increasingly they are also shifting to, you know, a higher performance high bandwidth memory.
They've gone from making chips to kind of integrated, you know, A I board solutions to now fully integrated kind of heterogeneous compute server stacks, which is um you know, allowing them to kind of maintain their leadership uh above their competitors.
He also has a very strong track record, you know, come from E MD is largely responsible for a lot of the success of Ryzen.
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