AMD's $243 Billion AI Disaster...What Happened?

Logically Answered April 28, 2025
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Logically Answered

@logicallyanswered

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Tech & AI Stories My name is Hari and this channel is centered around explaining the economics of tech and social media. These sectors are generally analyzed through the lenses of finance and economics to determine which industries and companies will thrive and which will fall. In addition to this analysis, my content is often focused on the stories of various famous entrepreneurs such as Elon Musk, Steve Jobs, and Jeff Bezos. I also cover the rise and fall of several interesting companies and services that we come across on a day-to-day basis. There have been so many companies that have risen to fame and then died out in a single generation. The most interesting companies are the ones that were able to save themselves and avoid bankruptcy. Feel free to subscribe if you would like to see any of these topics Logically Answered. Also special thanks to my editors flick5832, imrikon, and vvsnet (Discord)!

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Take your personal data back with Incogni! Use code LOGICALLYANSWERED at the link below and get 60% off an annual plan: http://incogni.com/logicallyanswered AMD is one of the largest chip companies in the world, and the only other major player within the GPU space aside from Nvidia. As such, you would think that AMD has been crushing it, given all of the demand and hype for GPUs to run massive data centers and train AI models, but this is not how things have played out. In fact, AMD has been in a full-on bear market, falling 66% within the last year, which translates to a market cap loss of $243 billion. Normally, such underperformance can be blamed on poor leadership and stagnation, as with Intel, but AMD is the exact opposite. Under Lisa Su’s leadership, AMD has quite literally risen from the dead, become a strong competitor in the desktop CPU space, and become a viable GPU maker. Yet, none of this has given them the hype or returns that Nvidia has enjoyed. This video analyses the various reasons why AMD hasn’t been able to capitalize on the AI boom despite making GPUs and being extremely agile and tactical. Earn Cash Back On Stocks: Up To $5,000 Per Year https://www.silomarkets.com/logic Free Weekly Newsletter With Insiders: https://logicallyanswered.co/ Socials: https://www.instagram.com/hariharan.jayakumar/ Discord Community: https://discord.gg/SJUNWNt Timestamps: 0:00 - The State Of AMD 0:44 - The Unbelievable Comeback 10:13 - Nvidia Bets Elsewhere 15:33 - Playing Catch Up Resources: https://pastebin.com/HFJdWBVJ Disclaimer: This video is not a solicitation or personal financial advice. All investing involves risk. Please do your own research. https://www.silomarkets.com/disclosures Disclosure: This video is sponsored by Incogni. Some of the links in this description may be affiliate links, which means I may earn a small commission at no additional cost to you.

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