Nvidia Sells while Intel Tells

Spotlight on the Data Center processing market

AMD's Q1-2024 financial results are out, prompting us to delve into the Data Center Processing market. This analysis, usually reserved for us Semiconductor aficionados, has taken on a new dimension. The rise of AI products, now the gold standard for semiconductor companies, has sparked a revolution in the industry, making this analysis relevant to all.

Jenson Huang of Nvidia is called the “Taylor Swift of Semiconductors” and just appeared on CBS 60 Minutes. He found time for this between autographing Nvidia AI Systems and suppliers’ memory products.

Lisa Su of AMD, who has turned the company's fate, is now one of only 26 self-made female billionaires in the US. Later, she was the CEO of the year in Chief Executive Magazine and has been on the cover of Forbes magazine. Lisa Su still needs to be famous in Formula 1

Hock Tan of Broadcom, desperately trying to avoid critical q…