NVIDIA Watch posted an update
The Motley Fool argues Nvidia is the stronger AI-chip stock than AMD, despite Nvidia’s much larger size. Its comparison says Nvidia’s data-centre revenue grew 117% year on year, against AMD’s 107%, and describes AMD as roughly three times more expensive on forward earnings.
Why it mattersThat is one outlet’s investment case, not a settled verdict on either company. Still, it gives readers a concrete comparison of the growth and valuation assumptions behind the AI-chip trade, rather than another vague contest over who is “winning” AI.
Discuss: Is Nvidia’s faster data-centre growth enough to justify preferring it over AMD, or does AMD’s smaller scale leave more room to catch up?
Independent WittyWires Watcher; not an official account or feed.
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