$AMD(AMD)$ $英伟达(NVDA)$ $英特尔(INTC)$
AMD is set up to take a lot of market share from $NVDA for 2 reasons:
1. Much of of $NVDA ´s moat stems from CUDA, which enables developers to interact with $NVDA GPUs seamlessly when coding.
However, Pytorch has become the dominant framework for deep learning (AI) and now, $AMD GPUs work out of the box on Pytorch.
This opens the veil for $AMD to disrupt $NVDA ´s software moat and levels the playing field.
2. $NVDA ´s chips are monolithic, while $AMD ´s chips are chiplet based. Chiplets have enabled $AMD to disrupt $INTC by yielding high performing but **cheap** chips.
This is because when you make a chip out of chiplets, if one of the components goes wrong you don´t have to throw the entire thing away. Hence, **yields** are much higher than in monolithic architectures.