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Want help scaling your business with YouTube? Book a call with David Carbutt here - https://calendly.com/david-dcsocialme... Buying a new Tesla? Save $$$ & support the channel by using my referral code: https://ts.la/hans71453 If you'd like to support the channel, you can find me on Patreon here: / hanscnelson CO-HOST INFO: Alex from Ticker Symbol You X Profile - / tickersymbolyou YouTube - / @tickersymbolyou CHANNEL LINKS: Hans' X profile - / hanscnelson Hans' YouTube channel - / @hanscnelson Hans' Patreon - / hanscnelson Want to create live streams like this? Check out StreamYard: https://streamyard.com/pal/d/60406730... NVIDIA vs. AMD: AI Hardware Revolution Explained with Alex from Ticker Symbol You Join us as we dive into the intense landscape of AI hardware with Alex from Ticker Symbol You, one of the leading voices in the AI hardware space. We discuss the $50 trillion AI market, the dynamics between NVIDIA and AMD, and how AI is transforming industries. Learn about the roles of NVIDIA's parallel computing strategies and AMD's targeted market approaches. We also explore the influence of historical precedents and the visionary leadership styles of Jensen Huang and Lisa Su. Through engaging analogies and deep insights, this episode breaks down the future potential and investment strategies in this rapidly growing field. 00:00 AI's Massive Market Growth 01:10 Market Dynamics 03:49 Understanding General Purpose Technologies 05:39 The Role of CPUs and GPUs in AI 17:24 Scaling Laws in AI 20:04 Investment Insights 27:43 The Infinite Game of AI Market Growth 30:17 Diving Deeper into Nvidia vs AMD 31:41 Different Strengths 33:21 AMD's Big OpenAI Deal 37:38 Nvidia's Market Creation Strategy 38:54 The CUDA Ecosystem Advantage 42:23 Switching Costs and Ecosystem Loyalty 46:58 Nvidia's Future and Market Ambitions 50:35 Jensen vs. Lisa Su 57:46 Final Thoughts