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Lyons: AMD "Takes Technical Bets" to Differentiate from NVDA

Lyons: AMD "Takes Technical Bets" to Differentiate from NVDA

Schwab Network · Schwab Network

June 30, 20259m 47s

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Show Notes

Austin Lyons says AMD Inc. (AMD) is growing its slice of the chipmaker pie, providing an alternative to Nvidia (NVDA) which he calls a "premium offering." He says AMD is joining many companies in the inference chase, expanding offerings for smaller consumers. Austin adds that AMD is taking technical swings with some of its memory offerings to differentiate itself from Nvidia and that overall the "future's looking bright."


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