AMD has transformed from a second-tier chip maker to a significant contender in the AI chip market, currently holding the strong number two position behind NVIDIA.
While NVIDIA's H100 chip currently outperforms AMD's MI300X at lower batch levels, at higher levels, AMD's chip shows competitive potential, indicating room for innovation.
The increasing demand for AI chips and AMD's focus on domestic production in the U.S. signify a strong investment opportunity amidst geopolitical concerns.
Despite not surging as dramatically as NVIDIA's stock, AMD presents an appealing investment option, especially if there's a tech market correction on the horizon.
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