Nvidia (NVDA) and Advanced Micro Devices (AMD) introduced their latest generation of AI chips — Nvidia's Ruben and AMD's MI325X accelerator — as the chip...
) introduced their latest generation of AI chips — Nvidia 's Ruben and AMD's MI325X accelerator — as the chip giants accelerate into a new product cycle. I/O Fund Lead Tech Analyst Beth Kindig joins The Morning Brief to comment on the market share these chip leaders have room to acquire as they roll out more of these products in the tightening AI race.
And within that, there's additional variations within Blackwell, there's A B 100 A B 200 A GB 200 NVL 72. And this astronomic growth we continue to see we have a $10 trillion market cap uh target for NVIDIA by 2030.Uh The reason is that already we see right now about 60,000 GP US in the data center.So 10 trillion could even be too low.So now we have four additional generations that they've laid out for you over the next 4 to 5 years.
Because I mean, there is a competitive landscape where we gotta imagine that, you know, none of the other chip companies are just gonna fall in a ditch.This is based on the gaming competition.
Beth Kindig Advanced Micro Devices Ruben Ultra
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