One thing investors forget:



$NVDA Rubin will connect 72 logical chips, the same as $AMD MI450

Rubin Ultra will connect 144, below the 256 of $AMD's MI500

$AMD is aiming to surpass $NVDA's scale, not just match it

Their roadmap is as bold as it is exciting for shareholders
UOS0.44%
NOT7.62%
MATCH-0.05%
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