Predicted that customers will increasingly prefer AMD chips over the coming years, leading AMD to take significant market share from Nvidia starting from late 2026, and especially in 2027 and 2028.
"our C customers, they honestly might want to buy a lot of AMD chips. They might want to use a lot of AMD chips over the coming years... people are going to be wanting a lot of chips outside of just Nvidia... AMDs are getting ready to take market share starting at the end of 26 and then especially going into 27 28"