AMD Challenges Nvidia in Booming AI Chip Market; Microsoft and Palantir Capitalize on AI Advancements
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AMD has huge opportunity in $384B AI chip market and is challenging Nvidia with competitive AI accelerators like MI300A and MI300X.
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Microsoft quickly monetizing AI advancements by integrating them into software like Office and charging for priority access, boosting revenue.
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Palantir's software becomes mission critical for customers, embedding itself in operations, leading to resilient government and commercial revenue growth.
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Nvidia has been bid up to high valuations, increasing risks, while AMD trades at more reasonable 12 P/S ratio.
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Palantir's new AIP platform helping customers implement AI, citing strong customer interest already.