AMD: Winning The Generative AI Battle Likely Won't Be Easy

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Juxtaposed Ideas


  • AMD may have won two of the supercomputer contracts thus far. However, it still lags behind NVDA in terms of PC and discrete GPU market share.
  • While it remains to be seen how AMD's MI300 may perform, market reviews for NVDA's H100 have been stellar for training large language models.
  • With the battle for generative AI at a fever pitch, it appears that market sentiments surrounding AMD's execution remain uncertain, worsened by its lower-than-expected forward guidance.

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The Generative AI Investment Thesis

Despite its excellent GPU offerings, it appears that market sentiments surrounding Advanced Micro Devices' (NASDAQ:AMD) prospects are still mixed, attributed to the stock's less than impressive recovery against its peer, Nvidia (NVDA).


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This article was written by

Juxtaposed Ideas profile picture
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.Prior to Seeking Alpha, I worked as a professionally trained architect in a private architecture practice, with a focus on public and healthcare projects. My qualifications include:- Qualified Person with the Board of Architects, Singapore.- Master's in Architecture from the National University of Singapore.- Bachelor in Arts from the National University of Singapore.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.

Disclosure: I/we have a beneficial long position in the shares of AMD, NVDA, INTC, MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.

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