🚀 AMD targeting Nvidia's market share

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Market Overview
Read time 1.4 minutes

Year To Date Performances:

1. Lisa Su transformed AMD from a struggling chipmaker on the brink of collapse into a $172 billion powerhouse that surpassed Intel, and now she’s taking on Nvidia in the AI race. With a long-term strategy rooted in engineering precision, Su has led AMD’s charge into AI chips, challenging Nvidia’s dominance by leveraging innovative chiplet technology and investing in an open-source alternative to CUDA. Despite AMD’s impressive gains—$5 billion in AI chip sales last year compared to just $100 million in 2023—Nvidia still dwarfs its AI revenue. Su’s biggest hurdle isn’t hardware, where AMD is competitive, but software adoption, as Nvidia’s CUDA remains the standard for AI developers. With AI chip demand projected to hit $500 billion annually by 2028, Su is betting that AMD can carve out a much larger share of the future AI market.

2. The European Union has postponed its first wave of retaliatory tariffs on U.S. goods until mid-April, giving more time for talks with Washington. The tariffs are a response to President Trump’s 25% duties on EU steel and aluminum and could escalate to €26 billion in countermeasures. The EU plans a two-step approach: reinstating previously suspended tariffs and introducing new duties on steel, aluminum, and related products. While the delay slightly shifts the timeline, EU officials insist their response remains firm in protecting businesses and consumers.

3. U.S. crude oil prices have dropped nearly 14% since Trump took office, with Energy Secretary Chris Wright crediting the administration’s push for increased domestic production. The White House is expediting drilling permits and expanding leases, which markets anticipate will boost supply and lower energy costs. However, oil futures face downward pressure from Trump's tariffs and OPEC+'s decision to gradually increase production starting in April. Industry executives predict U.S. output will plateau, prioritizing profitability over expansion. Meanwhile, tensions with Iran add uncertainty, as Trump's efforts to cut Iranian oil exports could disrupt global supply.

4. Headlines

   1. Klarna has agreed to a buy-now-pay-later partnership with DoorDash, adding more excitement to the company ahead of its IPO.

   2. Home resales where up in the US in February despite rising mortgage rates.

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Onwards and Upwards,

Liam Gill