$Intel (INTC.US)$ I think this may be the next Nvidia 🤔

151725598 : won't be too soon. intel AI chip still lagging behind Nvidia. Intel Gaudi3 is 50% better than Nvidia H100 chip, but H200 is 100% better than H100. so Intel still 1 Gen behind than Nvidia. But it doesn't matter, Intel can gain some profitability from insufficient supply from Nvidia! Go go go, Intel!

10baggerbamm : in the 1970s there was a commercial on TV or maybe it was the '80s.. I'm showing my age by the way.. " if you want a Xerox buy a Xerox anything less is not a Xerox" in other words if you want to own Nvidia buy Nvidia because anything less is not Nvidia an Intel will never be NVDA ,not even close gelsinger has sold out to the left in the United States so that you understand it will take 4 years about to build this foundry in California and because of the radical left the ideologues that dictate terms and policy for business practices in California the cost of operation of that facility from workers is going to make that plant operate at a loss. an Intel's latest chip that they debuted there's no software integrated into it and that's what Nvidia has it's not to say that somebody that doesn't have the money to buy an Nvidia chip won't patronize Intel they will but it's second fiddle at best it's a distant second and this assumes Nvidia stops innovating which they won't because Blackwell is already 100% sold out everything that they can manufacture in the second half of this year is presold with orders waiting if any cancellations occur.. Intel does not have that problem meaning customers don't demand Intel to the extent that they demand Nvidia. so why buy second best when you can buy the best and if you can't afford Nvidia stock cuz you go oh it's $904 buy NVDU.

包小姐老公的养老金 151725598: you mean AMD

151725598 包小姐老公的养老金: H100 and H200 are Nvidia products, not AMD. I wish Intel stock could be further down so I can buy more.