AMD YOLO
geohot.github.io
AMD YOLO
1–10 of 85 posts
Re: AMD YOLO
#2AMD is finally starting to make progress with their software stack. Who would have thought?
Re: AMD YOLO
#3AMD is probably undervalued, but Nvidia is clearly way overvalued.
I don't think the reckoning will come from AMD stealing Nvidia's market share, it'll come when the hype bubble collapses and businesses start treating neural networks like commodities, running whatever is cheapest instead of the absolute most powerful. AMD is in a great position, because they make both great GPU/NPU hardware and great CPU hardware.
Re: AMD YOLO
#4AMD is probably undervalued, but Nvidia is clearly way overvalued. I don't think the reckoning will come from AMD stealing Nvidia's market share, it'll come when the hype bubble collapses and businesses start treating neural networks like commodities, running whatever is cheapest instead of the absolute most powerful. AMD is in a great position, because they make both great GPU/NPU hardware and great CPU hardware.
> AMD is probably undervalued, but Nvidia is clearly way overvalued.
AMD trades at a price to earnings ratio of 99, NVDA trades at a PE of ~38. PE isn't everything when looking at companies, but I don't see other reasons to think AMD is undervalued
Re: AMD YOLO
#5AMD is probably undervalued, but Nvidia is clearly way overvalued. I don't think the reckoning will come from AMD stealing Nvidia's market share, it'll come when the hype bubble collapses and businesses start treating neural networks like commodities, running whatever is cheapest instead of the absolute most powerful. AMD is in a great position, because they make both great GPU/NPU hardware and great CPU hardware.
> but Nvidia is clearly way overvalued.
No it is not actually. They are making insane amounts of money and have very strong forward guidance. With the drop in the last month it is actually cheap (low peg ratio). When the market turns, nvidia is likely to soar once again.
Re: AMD YOLO
#6AMD is probably undervalued, but Nvidia is clearly way overvalued. I don't think the reckoning will come from AMD stealing Nvidia's market share, it'll come when the hype bubble collapses and businesses start treating neural networks like commodities, running whatever is cheapest instead of the absolute most powerful. AMD is in a great position, because they make both great GPU/NPU hardware and great CPU hardware.
> AMD is probably undervalued, but Nvidia is clearly way overvalued. AMD trades at a price to earnings ratio of 99, NVDA trades at a PE of ~38. PE isn't everything when looking at companies, but I don't see other reasons to think AMD is undervalued
That's because the market believes AMD will eventually get its head of its ass on GPUs and start to grow in that segment. Once it starts to grow there, that PE will go up even higher.
Re: AMD YOLO
#7AMD is probably undervalued, but Nvidia is clearly way overvalued. I don't think the reckoning will come from AMD stealing Nvidia's market share, it'll come when the hype bubble collapses and businesses start treating neural networks like commodities, running whatever is cheapest instead of the absolute most powerful. AMD is in a great position, because they make both great GPU/NPU hardware and great CPU hardware.
> Nvidia is clearly way overvalued
Tell me you haven't looked at Nvidia's financials (especially the margins) without telling me. It basically prints money, now and in the foreseeable future, and all of its products are permanently sold out, even at the insane prices Nvidia is charging.
Re: AMD YOLO
#8AMD is finally starting to make progress with their software stack. Who would have thought?
Does the post confirm anything about software besides "believe"?
It seems ADB is just sending more hardware. As far as I know the drivers are still lacking.
Re: AMD YOLO
#9AMD is probably undervalued, but Nvidia is clearly way overvalued. I don't think the reckoning will come from AMD stealing Nvidia's market share, it'll come when the hype bubble collapses and businesses start treating neural networks like commodities, running whatever is cheapest instead of the absolute most powerful. AMD is in a great position, because they make both great GPU/NPU hardware and great CPU hardware.
NVDA is valued more appropriately than AMD. NVDA’s valuation based on forward earnings is high, but there are many more extreme examples including AMD.
Re: AMD YOLO
#10RDNA 4 is proving that AMD can be competitive in GPUs. Is it on par with Blackwell? No. Is is a much better improvement over previous gen than Blackwell? Yes, at least if you consider consumer pricing/marketing.