this post was submitted on 01 Aug 2024
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ARM and Qualcomm aren't really involved with AI, and AI only makes up 15-20% of AMD's revenue. Nvidia the one to watch out for, an entire 85% of their revenue is just AI and Mellanox. The Nvidia pump has been insane.
Nvidia's AI gambit is at least diversified to different kinds of AI. Even if (or probably when) LLM AI taps out, Nvidia will likely also be behind the AI tech that takes its place.
That's true, Nvidia's fall will probably crash the whole market. SOXL tickers don't trade in unison though, see how much Intel fell in the premarket without affecting other stocks. Of course, Intel is a tenth of the size of Nvidia.