It's about same. Nvidia is always good at many small jobs. Amd is heavier architecture and better at short burst of huge chunk of computations.
my bet is this thing will explode to $1200, super nova bubble and then pop.
by some time next year. when zen is selling, and a few more customizations order from major companies and RTG licensing or buyout....
well original comments at anual meeting were something like "You don't want to compete with Amazon" and then "we're not going to out do what Jeff Bezos does".
i don't know. buffet is a nice guy. he owns walmart not amazon.
i really want to hear from munger on amazon. that is better way to find out what buffet really think of amazon.
we are on the loose accounting rules since ~2008. combine it with negative interest rate. actual PE of companies could be much higher.
They are being pushed up against a wall. It's either thrive or destroyed situation.
It will be decided within 2-3 years, IMHO. place your bet now.
It's interesting. I'm guessing AMD will sell RTG and other x86 related business before the lease end.
They can focus on highly profitable architecture, design, customization businesses and.... Move to 1 fourth size current building. It's inevitable.