Two big computer chip makers, Intel and AMD, are trying to become more important in the world of artificial intelligence (AI). They want to make special chips that can help computers think and learn. But they are going slow because it's hard to make these chips and they don't want to make mistakes. Another company called Nvidia is already very good at making AI chips, so Intel and AMD have to work hard to catch up. All three companies are always trying to make their chips better and faster so computers can do more things with AI. Read from source...
1. The article title is misleading and clickbait, suggesting that Intel and AMD are going for a bigger role in the AI era, but it does not provide any evidence or data to support this claim.
2. The article fails to mention that Nvidia is the dominant player in the AI chip market, with a market share of over 80%, and that it has a strong competitive advantage over Intel and AMD in terms of technology, innovation, and customer loyalty.
3. The article uses outdated and inaccurate information, such as saying that AMD's MI350 and MI400 series are expected to be available in 2025 and 2026, respectively, when in fact, these chips have already been released and are available in the market.
4. The article compares the revenue growth of Intel and AMD to Nvidia, but it does not adjust for the different scale and profitability of each company, making it an unfair and meaningless comparison.
5. The article uses vague and subjective terms, such as "AI dominance", "AI leadership", and "AI race", without defining or quantifying what these terms mean or how they are measured.
6. The article relies on press releases and PR statements from Intel, AMD, and Nvidia, without critically evaluating or verifying the accuracy or credibility of these sources.
7. The article ignores the potential risks and challenges that Intel and AMD face in the AI chip market, such as competition from other players, regulatory issues, technological obstacles, and market volatility.
8. The article does not provide any clear or actionable recommendations or conclusions for investors or readers, leaving them with no useful insights or guidance.
Bullish
The article discusses the efforts of Intel and AMD to expand their roles in the AI era, but at a gradual pace. Both companies are making significant investments and launching new products to compete with Nvidia in the AI chip market. While neither Intel nor AMD had an impressive earnings report, they are both positioning themselves for long-term growth in the AI sector. The overall tone of the article is positive, as it highlights the potential for these companies to gain market share and benefit from the increasing demand for AI chips.