Row 58345

Row ID: 58345 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 58345 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

Absolutely backlog is part of it, but AMD has a backlog as well. A lot of customers would have to switch their workloads from NVDA to AMD hardware which is more time and money, so for a lot of them it might still be faster to wait for NVDA than try to buy AMD a little earlier.

It's mostly about cost, and for some customers the AMD cost works out to be lower. Secondary consideration is having two suppliers from a strategic point of view.

If both were in stock right now, the NVDA prices would probably be much more competitive, at least for large customers. NVDA GM is possibly ~90% on AI products which is normally insane for a hardware supplier.

FieldValue
text Absolutely backlog is part of it, but AMD has a backlog as well. A lot of customers would have to switch their workloads from NVDA to AMD hardware which is more time and money, so for a lot of them it might still be faster to wait for NVDA than try to buy AMD a little earlier. It's mostly about cost, and for some customers the AMD cost works out to be lower. Secondary consideration is having two suppliers from a strategic point of view. If both were in stock right now, the NVDA prices would …
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-23
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Raw Record

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  "text": "Absolutely backlog is part of it, but AMD has a backlog as well. A lot of customers would have to switch their workloads from NVDA to AMD hardware which is more time and money, so for a lot of them it might still be faster to wait for NVDA than try to buy AMD a little earlier.\n\n\nIt's mostly about cost, and for some customers the AMD cost works out to be lower. Secondary consideration is having two suppliers from a strategic point of view.\n\n\nIf both were in stock right now, the NVDA prices would probably be much more competitive, at least for large customers. NVDA GM is possibly ~90% on AI products which is normally insane for a hardware supplier.",
  "label": "r/investing",
  "dataType": "comment",
  "communityName": "r/investing",
  "datetime": "2024-05-23",
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}
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