In a note assessing the keynotes from NVIDIA (NVDA) and AMD (NASDAQ:AMD) CEOs at the Computex annual computer expo in Taiwan this week, analysts at JPMorgan described the roadmaps as "powerful."
JPMorgan noted that Nvidia (NASDAQ:NVDA) CEO Jensen Huang kicked off his keynote with a recap of GTC in March. He highlighted NVIDIA's big expansion into enterprise/enterprise verticals with its NIM (NVIDIA Inferencing Microservices) based offering and the next big driver of AI, which would be the focus on physical AI to power autonomous/robotic applications.
"More importantly, the team gave us an important sneak peak into their datacenter GPU/CPU product roadmaps through CY27, as was articulated last year," said analysts at JPMorgan.
AMD CEO Lisa Su was said to have kicked off her keynote focusing on AMD's broad PC, embedded, and datacenter portfolio and how the team is embedding AI capabilities across its portfolio.
Analysts noted that the key focus was on the team's first-ever datacenter GPU roadmaps, which outlined an annual cadence of new datacenter GPUs starting in 4Q of this year.
"The team continues to focus on better inferencing performance through memory capacity/bandwidth (higher levels of HBM capacity) and also fast cadence of new CDNA architecture upgrades," wrote analysts at JPMorgan.
"Although light on performance details, we believe at a minimum, the AMD team should be able to maintain the performance gap, if not start to close the gap, with NVIDIA," commented the bank.
Overall, JPMorgan said both companies had a strong portfolio of new products and future roadmaps.