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If I'm a customer, you know, again, again, not next year, even the year after, but like longer term, do I maybe need to think a little harder about potentially diversifying my footprint? Maybe.
AMD has talked and others have talked about now AI is apparently getting good at writing software from what we've heard and using AI actually to help to port things over
AMD, their roadmap is, it takes time, but it's getting better.
AMD is, if you back into it, they're kind of suggesting that their GPU sales will probably almost triple year over year and you're probably into the low $40 billion for AMD.
OpenAI, they've got a big deal with NVIDIA. They also have a pretty big deal with Broadcom. They've even got a big deal with AMD.
Jensen was clearly on the more bullish side of committing company capital for this. Not, not just for, you know, backstops and things, but I mean, also for supply.
They do have this reputation of being the bank of AI. And again, I think a lot of this is, is being, was being driven by the force of Jensen's will. Yeah. And there's already been stories coming out, which we kind of heard that like potentially Collette was not maybe as completely on board with some of the magnitude of what they do is maybe Jensen. And by the way, that was reported yesterday that that's been floating around for a while and it's, it's not Chucky. She was a CFO. That's her job. Ri
If I'm a customer, you know, again, again, not next year, even the year after, but like longer term, do I maybe need to think a little harder about potentially diversifying my footprint? Maybe.
NVIDIA CUDA as their software ecosystem. And I think it is a moat, but AMD has talked and others have talked about now AI is apparently getting good at writing software from what we've heard and using AI actually to help to port things over
NVIDIA currently is guided for revenue growth of at least 70%, which would put them in the ballpark and spitting distance of $700 billion, like for the company.
This is a very weird moment as an analyst covering this company and a sad moment. Let's be honest. I mean, there's no good solutions or outcomes or anything else coming out of this entire mess. Like it's just a disaster of the highest proportions, frankly. And it's been sort of surreal covering this as an analyst. It's not been fun. Clearly, you know, Jensen's having a worse time than we are. But it's been a long week for sure.