Row 42596

Row ID: 42596 | Dataset Entry | Axioma AXP Content Repository

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The most important news from Microsoft BUILD conference: NVDA has competition

This is a very important little point in[Microsoft BUILD keynote](https://youtu.be/w1EepB0mCbE?si=_65UHAfSdYgpw-o-). The most advanced LLM model (GPT4) is running at a lower cost on AMD chips. It’s not just about AMD being able to do this. NVDA margins are so high that almost any solution that is not NVDA is going to be a better deal. It’s also reasonable to think that big players like AAPL and GOOG want a piece of this cake too. It might take some time but they are for sure going to build chips for their needs.

Apple chips are not made for server but there was news that they are building racks of [M2 Ultra for LLM inference](https://www.macrumors.com/2024/05/06/apple-building-m2-ultra-and-m4-servers/).

For me, all signs are there to show NVDA is about to feel some pressure for those far margins.

Position: sold NVDA calls (c990 May 24), break even: NVDA $1015

FieldValue
text The most important news from Microsoft BUILD conference: NVDA has competition This is a very important little point in[Microsoft BUILD keynote](https://youtu.be/w1EepB0mCbE?si=_65UHAfSdYgpw-o-). The most advanced LLM model (GPT4) is running at a lower cost on AMD chips. It’s not just about AMD being able to do this. NVDA margins are so high that almost any solution that is not NVDA is going to be a better deal. It’s also reasonable to think that big players like AAPL and GOOG want a piece of t…
label r/wallstreetbets
dataType post
communityName r/wallstreetbets
datetime 2024-05-22
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Raw Record

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  "text": "\nThe most important news from Microsoft BUILD conference: NVDA has competition\n\nThis is a very important little point in[Microsoft BUILD keynote](https://youtu.be/w1EepB0mCbE?si=_65UHAfSdYgpw-o-). The most advanced LLM model (GPT4) is running at a lower cost on AMD chips. It’s not just about AMD being able to do this. NVDA margins are so high that almost any solution that is not NVDA is going to be a better deal. \nIt’s also reasonable to think that big players like AAPL and GOOG want a piece of this cake too. It might take some time but they are for sure going to build chips for their needs. \n\nApple chips are not made for server but there was news that they are building racks of [M2 Ultra for LLM inference](https://www.macrumors.com/2024/05/06/apple-building-m2-ultra-and-m4-servers/). \n\nFor me, all signs are there to show NVDA is about to feel some pressure for those far margins. \n\nPosition: sold NVDA calls (c990 May 24), break even: NVDA $1015\n",
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