Part 15/16:
The AI hardware race is not just between Nvidia and AMD; it's a larger story of exponential growth, technological innovation, and ecosystem building. Nvidia's focus on pioneering new markets and creating ecosystem lock-in, combined with the ongoing challenge of Moore's Law slowdown, positions it as a dominant player. AMD, with its innovation in open architectures and enterprise deals, has significant upside potential but faces execution and capacity risks.
As AI continues to expand into every facet of human endeavor, understanding these dynamics is crucial for investors, technologists, and policymakers alike. The future belongs to those who can innovate faster than silicon limits, creating new markets and expanding the "pie" rather than fighting over slices of a fixed one.