[ralfn]

Because of the vesting milestones the stock price of AMD would go up by such an extent that creating more s hares would not dilute the share price.

Obviously, for the stock price to go up money needs to come from somewhere. It makes sense that this deal would lower the NVidia stock price, so technically it will be NVidia investors waiting too long to respond to this news that will be paying for this. A tax on the mistaken believe that NVidia has an monopoly on putting transitions in a particular configuration which they obviously don't. The rest is just momentum and this would kill that.

The real winners will be TSMC and ASML

[Havoc]

> Obviously, for the stock price to go up money needs to come from somewhere.

Not convinced that’s true anymore in current climate. Bigger numbers announcements and AI Pixie dust works too apparently lol

[pixl97]

I mean the potential value comes from the future either way.

If you just print money and nothing else, it inflates and becomes worthless affecting all involved.

If the money turns into technical progress or products then the entire economy grows.

[j4hdufd8]

> A tax on the mistaken believe that NVidia has an monopoly on putting transitions in a particular configuration which they obviously don't

NVIDIA doesn't place transistors in particular configurations. Foundries do that for them. And it is currently common sense that the software is the moat, not the hardware design.

Good luck changing the ecosystem to use AMD.

[wqaatwt]

> that the software is the moat, not the hardware design.

For inference that’s hardly relevant, though?

For training its not exactly insurmountable either.