Locator: 50025CHIPs.
This is for my extended family members interested in investing. It is the fastest way I can get information out to my extended family members. It is not meant for the general audience. This is not an investment site. Do not make any investment decisions based on what you read here or think you may have read here. See the blog's disclaimer.
Beth.
Read the entire thread.
Beth:
Which companies make x86 server CPUs? It's a duopoly: Intel and AMD.
Intel has the lead, but, now, according to Beth, AMD quietly increased its market share .... but there's more.
Let's ask the question. Why might AMD have increased its market share?
Follow the money.
One, AMD:
Two, Intel:
Three. Intel vs AMD: x86 server CPUs. Which company, Intel or AMD has better margins on their x86 server CPUs?
Is the x86 the workhorse of the industry?
The three types of chips (not including memory) for AI: CPUs, GPUs, and TPUs. For DPUs, see this post.
We now know the CPU story (above) and the GPU story (Nvidia). What's the TPU story? To repeat: for DPUs, see this post.
Who makes the TPUs used by the industry?
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Disclaimer
Briefly
Briefly:
I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken. I am inappropriately exuberant about the US economy and the US market. I am also inappropriately exuberant about all things Apple. See disclaimer. This is not an investment site. Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market. I am also inappropriately exuberant about all things Apple. And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution. I am also inappropriately exuberant about all things Broadcom. Longer version here.
