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that AMD does not need to beat Nvidia. In our view, that's the wrong way to think about it. The AI infrastructure market is expanding so rapidly that there is definitely room for more than one successful platform.
So winning doesn't mean becoming the category leader. It means becoming the industry's most trusted second platform. Why? Because hyperscalers don't like single source dependence.
Enterprise customers want negotiating leverage. OEMs want choice. and negotiating leverage, and the rapidly emerging neo-clouds are often actively looking for differentiated infrastructure strategies.
