Missed Nvidia's Rally? There's More Than Just NVDA

Hello, my name is Captain Obvious, and I've just pointed out why AMD is a good play in the AI space. This is like pointing out that Pepsi is an alternative to Coke. But let's be clear: AMD isn't just playing in Nvidia's sandbox; it's building its castles.

Known for giving gamers and professionals alike more bang for their buck, AMD has carved out a significant niche in both CPU and GPU markets. But it's not just about silicon-based brawn; it's about brains, too. With its Ryzen and EPYC series, AMD has been nipping at the heels of competitors, offering comparable performance often at a fraction of the price.

But AMD's value proposition is more than just a matter of undercutting on price. The company has been at the forefront of innovation, embracing chipset designs that offer flexibility and scalability in manufacturing. This approach keeps costs in check and accelerates time-to-market for new products, a crucial advantage in the fast-paced tech landscape.

Moreover, AMD's strategic acquisition of Xilinx opens up new frontiers in adaptive computing and AI, further diversifying its portfolio beyond the traditional CPU and GPU battlegrounds. In fact, the innovation of the AMD Versal AI Core attracted the attention of two powerhouses in the tech space who are currently buying this new AMD tech.

Those companies? Microsoft and Meta.

Where to buy AMD

Remember when Intel was the king of tech and the behemoth of future technologies? Ya, it's been a while. Losing ground to Nvidia and Arm, they're quickly becoming another IBM if they're not careful.

But Intel has made some major moves lately. And if Nvidia and AI weren't the topics on everyone's brain, this change at Intel would be one of the most talked about issues in tech.

Intel has made a recent strategic pivot, splitting the company into Intel Foundry and Intel Product.

Intel Product is basically old-school Intel: developing groundbreaking processors that power everything from PCs to data centers. But Intel Foundry? Well, that's Intel's new bread and butter.

Intel Foundry aims to become the world's first systems foundry for the AI era and is not just throwing down the gauntlet to the biggest chip maker in the world, TSMC, but also extending an olive branch to potential customers, including those leveraging Arm's architecture.

Intel Foundry is positioning itself as the go-to partner in the semiconductor ecosystem by offering a blend of confidentiality, cutting-edge manufacturing capabilities, and an open-door policy to all comers.

And for shareholders worried about massive capital expenditures on new US-based chip manufacturing, there's little to worry about. Because the US has declared semiconductor manufacturing a strategic resource, Uncle Sam has picked its winners and losers already. That means that Mr. and Mrs. US taxpayers will be footing most of the bill to make chip manufacturing great again in the US.

The collaboration with Arm and the focus on AI chip manufacturing are strategic moves and signals that Intel is willing to evolve and embrace new architectures and markets. The aim to leapfrog to the No. 2 spot by 2030 underscores a hunger for growth and leadership in innovation and technology.

Where to buy Intel (INTC)

Suppose you're only searching for investment opportunities in traditional equity markets. In that case, you need to catch up on some of AI's biggest and most successful projects - take the $2.75 billion Render (RNDR), for example.

Render (RNDR) operates on a simple yet genius premise: why let all your juicy GPU power go to waste when it can be harnessed for the greater good of rendering jaw-dropping digital art and virtual reality experiences?

It's like Airbnb but for your computer's GPU - rent it out when you're not using it and help artists and creators bring their wildest digital dreams to life.

RNDR focuses on democratizing access to high-quality rendering power, making it affordable and accessible to artists and creators who previously might have had to sell a kidney to afford the computing power needed for their projects - or the GPU (personal anecdote: the RTX 4090 is a BEAST).

The value proposition? A win-win situation where GPU owners earn a bit on the side by renting out their processing power, and the digital art world gets a turbo boost in creativity and innovation without breaking the bank. Consider it the unsung hero in the background, making the digital world prettier, one frame at a time.

Where to buy RNDR

So, before you lament over missed opportunities with NVDA (I'm lamenting with you), remember, the tech sector is ripe with potential, each player carving out their niche with innovations that could define the next decade.