Dr. Robert Castellano's Semiconductor Deep Dive Newsletter

Dr. Robert Castellano's Semiconductor Deep Dive Newsletter

Share this post

Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
Nvidia Deep Dive: Does its Current Results Make Chips From AMD Irrelevant?
Copy link
Facebook
Email
Notes
More

Nvidia Deep Dive: Does its Current Results Make Chips From AMD Irrelevant?

Paid Subscription

Dr. Robert Castellano's avatar
Dr. Robert Castellano
May 27, 2024
∙ Paid

Share this post

Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
Nvidia Deep Dive: Does its Current Results Make Chips From AMD Irrelevant?
Copy link
Facebook
Email
Notes
More
Share
  • Nvidia’s Cadence of New Chips Per Year

  • Nvidia’s Sales and Competition in China

  • Analysis of Nvidia’s Software Competition

  • Data Center Growth

  • What About AMD

  • Comparing Nvidia and AMD Data Centers

  • Comparing Nvidia and AMD Non-Data Centers Metrics

Investor Takeaway

Nvidia (NVDA) reported record-breaking revenue this quarter as the surge in corporate demand for artif…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Dr. Robert Castellano
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More