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▶ 1:01 · $AMD · Beharon says AMD will be fully competitive with competitive racks by 2027

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Beharon says AMD will be fully competitive with competitive racks by 2027

AMD now has competitive silicon and will deliver competitive rack-scale systems by 2027, becoming fully competitive with Nvidia in the AI accelerator market.

$GOOGL···bullish· mediumben beharon

Beharon argues Google TPU is better than Nvidia for large AI workload classes

Google's TPU architecture makes a compelling case as a superior chip for large classes of AI workloads, representing credible internal competition to Nvidia from a hyperscaler cus…

$NVDA···bullish· highben beharon

Beharon argues installed base and CUDA moat compound as models scale to 20T parameters

Nvidia's exponentially growing installed base of GPUs and CUDA software ecosystem create a self-reinforcing advantage for training ever-larger models (10T to 20T parameters), and…

$NVDA···bearish· highjay goldberg

Goldberg sees demand cracks and hidden discounts via neocloud backstops

End demand for Nvidia chips is getting harder to generate and finance; $134B in neocloud bookings come with demand guarantees that function as discounts, and OpenAI's uncertain tr…

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