Nvidia News
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separated Jensen teased, stating full details will be announced on Friday. This is part of their Industrial Revolution 2.0 where all industries will be transformed . Designed in the Universe and automated via Robotics and Autonomous Vehicles (anything that moves). Be in no doubt. Heavy industry, design and logistics will change and Nvidia is a the very heart of it all.
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Interesting thoughts from JH
We know demand is massive -this number equates to around 30GW. I thought 15GW. Obviously they can't supply it right now but they will over the next few years. Slow down, anyone?Asics are the TPUs used by AWS/GOOG and to an extent Meta. They are chips designed for one task only. Generally, whilst the market is big in $ terms, GPU $ is about 12X that of Asics . That won't change. Jensen thinks his GPUs are actually more cost effective, even when performing the tasks Asics chips were designed to do.
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During GTC France this week Jensen mentioned that he would announce some data centre deals relating to Europe on Friday. Being the stalker that I am, I see he met German Chancellor Friedrich Merz. I'm speculating but this could be a massive German initiative, multi billions. Let's see what drops
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Nvidia Europe DC deals announced today. When fully scaled it's quoted as 2GW across 4 countries incl Germany, Italy France, UK. Details are emerging but we know that 1GW is 40-50 billion.
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Why we won't be rushing to buy AMD
. Not sure about their math 3-4% and 400 billion.AMD claim GPU as fast as Nvidia (next year. .)-a lab chip which they can't make in volume, demand is weak due to 'No Cuda' and can only be networked to 10k chips vs Nvidia 100s of thousands. As we have said before 1 chip is meaningless . How good is your total solution. Still years behind.
I find it baffling why some investors hold both stocks. AMD are not a credible competitor imo
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The Nvidia B40 (also known as the RTX Pro 6000D) is being positioned as the replacement for the H20 GPU in China, following U.S. export restrictions on advanced AI chips. It is based on Nvidia's Blackwell architecture and uses GDDR7 memory, allowing it to comply with trade controls.
Availability: Production began in June 2025, with general rollout expected in July and throughout Q3. Technically this will catch the current quarter((Q2) being May-July so potential for additional revenue.
Price: Estimated at $6,500–$8,000 USD per unit, making it more affordable than the H20, which exceeded $10,000 USD.
Sales potential: Analysts expect B40 shipments could reach $1–3 billion USD in revenue per quarter, depending on demand and licensing constraints. -
I see that AMD are giving it large at a conference in California….the report goes on and poses the question is it the end for Nvidia ….
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AMD like many other companies in the sector like their marketing spin. Today AMD has somewhere between 3-5% market share in the DC.
Are their chips poor. No they are good. However what are we seeing out in the wild. A few chips, 100s? Try 200k and soon 1M in the data centre. AMD have no real networking ability. They can not scale out their clusters such that the DC acts as one giant GPU-all talking to one another. For small (a few nodes) they work just fine but giant systems, nope.Further, where are these chips. On a slide deck and in a lab. Nothing they have produced to date is remarkable. And remember one thing. AMD valuation is more expensive than Nvidia based on accepted metrics. They have lower growth and lower margins-so why buy the stock rather than buy Nvidia. AMD will grow and the stock will appreciate over time, I have no doubt but it's a follower-table scraps is my opinion.
Software Ecosystem (Most Important)
CUDA: Proprietary, mature, and widely adopted GPU computing platform.
Thousands of optimised libraries (cuDNN, cuBLAS, TensorRT, etc.).
Seamless support for AI frameworks (PyTorch, TensorFlow, JAX).
Massive developer community(millions who prefer CUDA because end customers want CUDA) and industry-standard tooling.
AMD ROCm is open-source but underdeveloped by comparison—missing features, poorer documentation, and inconsistent support across models and frameworks.Networking and Scaling
Nvidia supports hundreds of thousands of GPUs in a single cluster (e.g., Selene, Jupiter).
Uses NVLink, NVSwitch, and Infiniband (via Mellanox) for ultra-low latency, high-bandwidth scaling.
NCCL (communication library) scales efficiently and is deeply integrated into Nvidia's stack.
AMD supports a few thousand GPUs max per cluster. No NVLink equivalent. Infinity Fabric is decent within nodes, but poor between nodes.Tooling and Developer Support
Nvidia offers:
Nsight Systems & Compute for profiling
CUDA-GDB for debugging
Triton Inference Server for deployment
Mature support in all major ML and HPC stacks.
AMD tooling is basic and lacks the polish, breadth, and deep integration needed for industrial-scale projects.Vertical Integration
Nvidia offers:
THE FULL STACK
Omniverse, CUDA, and cuOpt for simulation and optimisation
Delivers full-stack solutions from chip to cloud, ready to deploy.
AMD offers EPYC + Instinct chips but no full-stack equivalent—relies heavily on partners and lacks an ecosystem play.Market Trust and Ecosystem Lock-in
Enterprises, research labs, and hyperscalers have built years of infrastructure on Nvidia.
Switching is costly—not just financially, but in engineering effort and risk.
Nvidia also provides enterprise-grade support, training, and long-term stability.
AMD’s competitive silicon is often overlooked due to software and ecosystem gaps.Conclusion: Nvidia is 5–7 Years Ahead
CUDA alone puts Nvidia 5+ years ahead in developer adoption and ecosystem maturity.
In networking, software, and scalability, AMD has only recently started catching up—but is still 5–7 years behind in real-world deployments.As we discussed a year ago-the DC is the land grab and Nvidia have put their stake in the ground-to displace them would need 'trillions' and a system that was much better. You will hear 'AMD are catching up' yes, to old Nvidia tech. Nvidia are not standing still are they. In fact I think the gap is getting bigger.
Unless AMD makes massive coordinated progress in software, interconnects, and cloud enablement, this gap will persist.
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And taking all of that into account, AMD still need to make the chips. TSMC and MU seems pretty busy making everyone else's chips so AMD will be severely constrained for the next several years
Enough said. PE multiples are pretty much the same. Growth is not!
And for some insight into investment decisions. What should keep Nvidia out in front, assuming we take Huang out of the equation. A visionary leader who has not put a foot wrong. It's very easy to say we will take him on and win.
With all the money they make what are they doing with it? Spending more on R&D, partnering or buying the best complimentary tech(companies) and hiring the best talent. If you are top of your class at MIT would you rather work for Nvidia or AMD-Nvidia have the best toys and I doubt money is the primary motivator but they prob pay more too. I believe Nvidia offer employees very generous/discounted share incentives, 22 weeks maternity, free food in their offices, health benefits and industry leading salaries and a choice of very high end office furniture. Whatever helps to keep the tech-bros happy
The bigger picture is Nvidia is massive in so many segments, robotics, autonomous vehicles, omniverse, health and human sciences. Quantum. You rarely hear anything about AMD-well, apart from their self promotion. Im not worried about AMD in the slightest.
