Why $AMD will easily surpass $1T and could come knocking at $NVDA door.

If you ever built a computer from scratch, you would know that AMD CPU chips have been king over Intel for more than a decade now. The reason is that AMD is a master in chiplet based design - the ability to have multiple chips or cores working in unison to solve problems. This approach (vs the historical monolithic design) revolutionized CPU performance and AMD has been quietly applying their insights here to their GPUs. If you ask a GPU chip designer who has the more forward-thinking architecture, most would agree it is AMD over $NVDA precisely because of their chiplet-based IP. The only crux that $AMD currently has is ROCm - their development framework competing with Nvidia's much more mature CUDA. However, my argument is this gap is narrowing much faster than what analysts are pricing in. It's software / kernel-level code which I believe has been greatly accelerated with LLM-based coding. You're not asking thousands of kernel-level software geeks to refactor CUDA functions, you're doing it with LLMs that have been trained on this exact tasks in various forms. So with its chiplet-based advantage (7 years ahead of Nvidia) and narrowing ROCm-CUDA gap and the fact that it is open-sourced (especially important for AI sovereignty), I believe $AMD has a real shot at knocking on $NVDA doors.