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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 228.62-3.8%1:15 PM EST
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From: Pravin Kamdar10/19/2025 11:56:50 AM
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AWS believes that their custom K2v5/6 NIC with their in house EFA protocol has better perf than NVIDIA ConnectX-7/8 NICs but due to how increasingly how tightly integrated NVIDIA racks are, it becomes increasingly difficult for hyperscalers to use their own NICs.

There is a whole thread on how AWS is struggling with modifying Nvidia racks in order to use their own NIC solutions.

AMD on the other hand is using Open Compute standards, and anyone can innovate however they like.

Nvidia doesn't believe in open standards, they are all about vendor lock in and tight integration. This has always been their strategy which paid off well in client computing. But datacenter is not client. Linux won easily in the datacenter.

This is why AMD's Open Source / Open Standards strategy is superior to Nvidia's.
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