Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 175.34

+0.1%

10:45 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

Dr. John

Lance Bredvold

From: Bill Wolf	11/21/2025 6:40:05 AM
	2 Recommendations of 197013

Off topic........on AMD: The Chip CEO Staring Down Nvidia and Talk of an AI Bubble AMD’s Lisa Su has a new chip and a new goal: to grab a big chunk of an AI business that could reach $1 trillion a year By Robbie Whelan and Amrith Ramkumar Nov. 20, 2025 8:02 pm ET AUSTIN, Texas—At a board meeting in late 2022, Lisa Su, chief executive of chip designer Advanced Micro Devices announced that she was radically changing course. “I’m going to pivot the entire company,” she told the directors gathered around a boardroom table at the company’s Austin campus. The rise of artificial intelligence was a “once-in-a-lifetime opportunity,” she said, and the company had to put AI at the center of its entire product line. Three years later, the Santa Clara, Calif.-based company has nearly quadrupled in size, its market value rising from $90 billion to more than $335 billion despite a recent pullback. AMD’s strategy of positioning itself at the center of the global AI race has paid off handsomely, making Su into a billionaire and her company into one of the only viable designers of the powerful chips needed to power advanced AI models. . . . Stealing significant market share from Nvidia is far from a foregone conclusion, investors and analysts say. AMD first has to execute smoothly on next year’s launch of the MI450 and demonstrate to the market that it can deliver OpenAI all the computing power it needs on a tight schedule. wsj.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next