$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ Apple is shifting some production from TSMC to Intel. That frees up significant chip manufacturing capacity at TSMC for AMD. AMD has the ball and is running in open field toward the goal line. Intel and Nvidia currently lack equivalent products to compete on energy efficiency and performance with the free, open-source ROCM platform, like Epyc CPUs and Helios GPU racks. Those with money to burn might go for Intel and Nvidia chips. Pretty much everyone else will go with AMD.

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