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It has potential but many other chips are being developed to rival Nvidia. One of the reasons Nvidia chips are used is because they are much better for training models, whereas Amd is used for inference. Whether it would reach Nvidia levels, no clue but I do think there’s upside.
Do you need it to reach nvidia levels? If it triples into a trillion dollar valuation instead of $5 trillion, would you consider that a loss?
You don’t need to catch NVIDIA to catch upside…