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00:00If your portfolio is all in on NVIDIA, you're betting on the king.
00:03But if AMD's latest moves have you curious, you're not alone.
00:07Here's what's really going on in the GPU wars.
00:10AMD just unveiled its Instinct MI350 GPUs and teased the MI400 Helios rack aiming straight at the heart of data center AI.
00:19They're promising up to 40% more tokens per dollar in certain AI tasks compared to NVIDIA's B200, a serious pitch for budget-conscious buyers.
00:27To close the gap, AMD snapped up ZT systems in several AI software startups trying to build its own tight ecosystem.
00:35But here's the catch, NVIDIA still owns about 70-80% of the AI GPU market thanks to its mature CUDA software and deep developer roots.
00:43Analysts say AMD is a credible alternative especially for companies running their own data centers.
00:48But in the cloud and for low-latency jobs, NVIDIA remains the top dog.
00:52Bottom line, AMD's making big strides but NVIDIA's still the gold standard.
00:57For investors, AMD is a smart hedge, not yet a full disruptor.
01:01Want a deeper dive? Hit that follow.