> This post is literally about AMD revenue going wild during the AI boom.

You mean going mild.

The $17bn that AMD is projecting to make mid-2026 is what NVIDIA was already making mid-2023.

Both companies were somewhat similar in revenue towards the end of 2022 (just before/around the ChatGPT launch), so it's not as if NVIDIA was already that far ahead in financial terms. But right around ChatGPT, NVIDIA went all-in on AI, for example by securing massive leading-edge capacity at TSMC, even outbidding Apple.

That's what the GP meant by "sitting out a generational AI boom".

And when the boom goes bust guess who will still be around chugging along?