Part 9/11:
Nvidia's leadership in AI hardware continues to be a focal point. The company’s valuation, while high, reflects its dominant role in supplying AI chips and its strategic investments, including a recent $10 billion note issuance to support ecosystem growth. This move indicates Nvidia's confidence in sustained AI demand and its commitment to fostering the broader AI infrastructure.
Meanwhile, AMD is making strategic moves, including providing OpenAI with both hardware and equity stakes. This partnership exemplifies how AI giants are forming interdependent relationships, with AMD needing to stay relevant amid Nvidia's dominance. Industry insiders like Lisa Su, AMD’s CEO, are actively participating in this race, understanding that being part of AI’s future is vital for competitiveness.