Is AMD the king of the Titanic (x86)?
I basically outlined why I would not invest in AMD and it's inevitable that ARM would take over servers and personal computers.
Once dev computers are running ARM at large no one is going to bother cross-compiling their server code to x64, they will just compile to ARM which will tear through AMD server demand. In fact my own org already started migrating to AWS graviton servers.
And this bodes poorly for Nvidia as well, I bet all cloud providers are scrambling to design their own in-house alternatives to nVidia hardware. Maybe alternatives to CUDA as well to either remove the nVidia lock-in or create their own lock-ins. Although Nvidia is much better positioned to stay ahead in the space.
Big tech must design their own GPUs. From the looks of it, it's much harder to do it on your own than license cores from ARM.
https://www.businessinsider.com/amazon-nvidia-aws-ai-chip-do...
I wouldn't be surprised if Microsoft or Google would buy AMD or Intel (or subdivisions of them) at some point in the future.
This is all speculation of course, and you are not wrong about Nvidia being harder to replace. I mentioned this myself in my previous post, but I don't discard the possibility of it happening.