Advanced Micro Devices has a wealth of digital semiconductor expertise and is well positioned to prosper from favorable trends in data centers and artificial intelligence. We consider AMD to be one of ...
Su cautioned about an uncertain future as AMD prepares to ramp up GPU production and optimise for larger deployments—quite the opposite of NVIDIA’s rapid, consistent growth in AI segments.
We think AMD can carve out a decent portion of the AI accelerator market over time. Over the next five years, we model AMD’s data center revenue growing at a 41% CAGR. We expect AMD’s data center ...