During AMD's latest earnings call that covers the fourth quarter and full year of 2025, AMD chair and CEO Lisa Su gave a small update on Valve's Steam Machine.
ehhh… AMD and NVDA make money off the server space not gaming. ie, every revenue graph for the past 10 years. So the time would to buy would be when they announce a huge contract like the one with OpenAI again.
When investors get tired of burning money on data centers, the income will be more dependent on consumers. AMD is making plans to focus on individual consumer devices. Imo Nvidia stock is overpriced.
ehhh… AMD and NVDA make money off the server space not gaming. ie, every revenue graph for the past 10 years. So the time would to buy would be when they announce a huge contract like the one with OpenAI again.
When investors get tired of burning money on data centers, the income will be more dependent on consumers. AMD is making plans to focus on individual consumer devices. Imo Nvidia stock is overpriced.