Prof G Markets cover image

Who Will Replace Jerome Powell? Tesla Hit with Securities Fraud Suit & AMD’s Q2 Earnings

Prof G Markets

00:00

AMD vs. NVIDIA: The Competitive Landscape

This chapter explores AMD's recent earnings report, highlighting a 32% revenue increase and record CPU sales amidst rising competition from NVIDIA. The conversation analyzes the challenges and strategies AMD faces as it aims for growth in the data center GPU business and speculates on its potential market valuation compared to NVIDIA. Additionally, it touches on the leadership of CEO Lisa Su and the significance of disciplined execution in AMD's resurgence.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app