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in postSHORT
“Many neocloud executives we spoke with feel that if they have non-NVIDIA networking gear on their cluster, or if their cloud has an AMD GPU or TPU offering, NVI”
@semianalysis_
NVIDIA's alleged coercion of neoclouds into exclusivity escalates antitrust risk, pressuring the stock
NVDASHORT@ $195.93
$199.41-1.78%
since call Jun 27
peak +1.3%
in postLONG
“if their cloud has an AMD GPU or TPU offering, NVIDIA will retaliate.”
@semianalysis_
NVIDIA's alleged suppression of AMD GPU adoption at neoclouds is anticompetitive; antitrust action could unlock AMD's data center market share
AMDLONG@ $512.13
$482.75-5.74%
since call Jun 27
peak +8.3%
TIMESTAMPS
in post
in post