Nvidia vs. AMD: Elon Musk Picked a Side on the SpaceX Earnings Call
Elon Musk recently praised a specific GPU stock during SpaceX's earnings call.
During the first earnings call for Space Exploration Technologies (SpaceX) as a public company, Elon Musk took a clear stance in the ongoing GPU market battle between Nvidia and Advanced Micro Devices (AMD). The GPU sector is currently a duopoly, with Nvidia leading the way by shipping Blackwell at a large scale and preparing Vera Rubin for the upcoming rack-scale platform. On the other hand, AMD is selling MI300 systems and getting ready for its next-generation MI400 accelerators to maintain its position in the market.
Major tech giants such as Amazon, Alphabet, Microsoft, Oracle, Meta Platforms, Anthropic, and OpenAI are not favoring a single vendor for supplying chips for their artificial intelligence (AI) projects. Instead, they are incorporating solutions from both Nvidia and AMD into their systems due to limited supply, the requirement of specific architectures for different workloads, and the inability to wait. This situation defines the current AI infrastructure landscape.
However, Elon Musk's clear preference for AMD became evident during SpaceX's earnings call.
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