AMD Breaks $300, Google Launches New TPU: Is NVIDIA Still Buyable?
Yesterday, $Advanced Micro Devices(AMD)$ surged 7%, finally reaching the much-anticipated $300 level. $Alphabet(GOOG)$ also rose 2% to $337, while $NVIDIA(NVDA)$ held strong, closing above $200.
As the broader market rebounds, the AI theme is flourishing across the board — but some are starting to question NVIDIA’s leadership position.
AMD breaks $300: will AMD be the next NVIDIA?
Why Is the Market Re-rating AMD?
CPU is back in focus. In the era of Agentic AI, task scheduling, state management, and I/O control flows are making CPUs central to the data center again, no longer just a supporting role for GPUs.
At the same time, AMD’s Instinct GPUs can continue to absorb spillover demand outside of NVIDIA.
Companies with a single-line narrative can only capture one opportunity. AMD is capturing both: CPU resurgence + GPU overflow demand.
Google has introduced TPU 8t (training) and TPU 8i (inference): splitting training and inference for the first time
-
TPU 8t: 2.8x performance at the same cost, +124% performance per watt; Supports up to 9,600 chips in a supercomputing cluster
-
TPU 8i: +80% performance; 384MB on-chip SRAM (3x previous generation); Optimized for low-latency multi-agent inference
Google split the architecture because training needs throughput and inference needs low latency
Direct challenge to NVIDIA’s core narrative
Just last week, UBS argued that GPU architecture flexibility is NVIDIA’s moat. Today, Google is effectively saying: Specialized chips are more efficient than general-purpose GPUs
If specialized chips begin to systematically outperform GPUs, how long can NVIDIA’s moat still hold?
But anyway, AI hype is still there. In addition to the three giants, we can also look at these companies.
Key Questions
-
Do you think NVIDIA can still break to new highs?
-
Tesla’s latest earnings show capex up 25% — can AI infrastructure spending continue to support the AI rally?
-
After AMD breaks $300, is this the start of a new bull market?
-
Which AI beneficiary company do you favor?
-
Leave your comments to win at least 5 tiger coins!
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
On $Advanced Micro Devices(AMD)$ breaking $300, the re-rating feels justified but partly narrative-driven. AMD now captures both CPU resurgence and GPU spillover demand, which is powerful—but expectations are rising quickly. I see this as early-stage AI infrastructure upside, though I wouldn’t chase after now.
For AI rally, capex trends like from $Tesla Motors(TSLA)$ are the key signal. As long as hyperscalers keep investing, demand stays intact. I’m more focused on second-derivative beneficiaries in networking, memory & opticals, where the next layer of alpha may emerge.
@Tiger_comments @TigerClub @TigerStars
2. Tesla’s future earnings are driven by innovation which can continue. Ai spend at Tesla is less
3. Amd price appreciation is driven by higher costs for technology
TPU 8t: 2.8x performance at the same cost, +124% performance per watt; Supports up to 9,600 chips in a supercomputing cluster
TPU 8i: +80% performance; 384MB on-chip SRAM (3x previous generation); Optimized for low-latency multi-agent inference
At the same time, AMD’s Instinct GPUs can continue to absorb spillover demand outside of NVIDIA.
Companies with a single-line narrative can only capture one opportunity. AMD is capturing both: CPU resurgence + GPU overflow demand.