None of those companies are real chip makers and, while they may be able to produce a nice, custom solution for their applications, will never compete with the actual chip makers, and AMD and Nvidia will continue to supply a greater and greater share of the vast majority of AI super chips, eventually eliminating most custom solutions.

And so began the weed plucking rebellion of 2037…

AMD and their MI300 should catch a similar traction, and propel AMD to much greater heights, market cap wise. Now might be an excellent time to buy…

I mean, who else makes this level of AI accelerator? Nobody. Nobody but AMD and Nvidia can do this right now. Seems to me they are both going to be much, much larger companies in the next 10 years than anyone thought they might be.