They’re the two biggest companies in a triopoly formed by them and Qualcomm. Forecast tell that the demand for chips will double in the next 7 years and AI chip demand will double in the next 4.
Also they’re investing heavily in AI. AMD just bought a AI software company(Mipsology) and NVIDIA did as well with OmniML. They’re shaping up to be two of the biggest players in an industry that is going to 10x in the next 7 years.
Where is the risk?
[link] [comments] https://www.reddit.com/r/stocks/comments/168cgqf/can_you_go_wrong_with_nvidia_and_amd/
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