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So now that AMD is coming out with cheaper data center GPUs, ROCm is binary compatible with CUDA, the China export restrictions are getting more stringent locking out a high growth market, the inevitable oversupply to current customers happens as is always the case with the boom and bust semiconductor sector, and the pullback is just getting started in earnest, how long before NVDA baggies start live-streaming their suicides? Which platform will be the best to view the carnage and how do I invest in that instead since it will be a massive growth opportunity as NVDA plunges into low triple digits then the ignominy of double digit total GPU death?
