Is It Time to Dump Nvidia Stock for Advanced Micro Devices After Microsoft Announcement?
Saturday, 25 May 2024, 07:35
Microsoft's Impact on Nvidia and AMD
Microsoft's decision to incorporate AMD's MI300X AI chips into its Azure cloud services signals a shift in AI chip usage.
Growing Demand for GPUs
Both Nvidia and AMD are struggling to keep up with GPU demand due to popular industry usage and manufacturing limitations.
Expanding TSCM Production
TSCM's aggressive expansion plans, including new fabs and advanced chip technology, aim to meet AI chip demands effectively.
Stock Investment Insight
Considering Microsoft's move and the market dynamics, it may be a favorable time to invest in Nvidia, AMD, and TSMC for long-term growth prospects.
This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.