Silicon Investor (SI) -- The First Internet Community

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.

Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (53235)	10/11/2020 10:29:42 AM
From: E_K_S	Read Replies (1) \| Respond to of 68073

Nivida, AMD and even INTC all fighting for the supreme cloud server and powerful AI chip. I have a small Bet on IBM's AI server chip now being manufactured by Samsung IBM's (NYSE:IBM) Red Hat will offer DPU support through its open hybrid cloud portfolio components Red Hat Enterprise Linux and Red Hat OpenShift. Samsung manufacturing IBM's new data center chips IBM (IBM -0.3%) reveals the IBM Power10 chip, which is designed for enterprise hybrid cloud computing and use in data centers. IBM says the Power10, which will be available in H2 2021, can perform AI computing tasks up to 20x faster than the previous generation. Power10 is IBM's first commercialized 7n processor. Samsung (OTC:SSNNF,OTC:SSNLF) will provide the manufacturing. Some of the other recent headlines: Adobe, IBM partner on hybrid cloud, financial services Verizon, IBM team up on 5G/edge computing for industrials IBM, Shell launch digital marketplace for mining ------------------------------------------------------------- Nivida priced for perfection and clearly the leader in this niche. AMD has made great strides and currently dominates their business (especially over INTC). Just based on price; I have bought INTC and IBM over the last 6 months since I believe the market has discounted their price to the point that they are obsolete. All things equal (w/o market price consideration) Nivida and AMD would be my top picks. Both are priced for perfection IMO. I suspect all will be servicing the market two years from now. It's just a matter of who builds the services platform that enterprise customers will use and expand their in-house operations. Wonder if some of those enterprises would use multiple platforms? EKS