Research and development (R&D) expenses are one of the highest quality markers of future revenue growth. Given NVIDIA’s heightened revenue projections for the upcoming quarters, it is hardly a surprise that it is now absolutely dominating its peers, including AMD, when it comes to the R&D metric. $NVDA is widening the R&D gap with its closest competitor. Annualizing last quarter’s R&D spend, NVDA is investing now almost at twice the level of $AMD. And the latter will have to split R&D between GPUs, CPUs and FPGAs, whereas NVDA can fully focus on building out the AI stack. pic.twitter.com/nL4BpTPNeU — Tech […]
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