Seeking Alpha

AMD's AI Runway Is Long And Promising, But AI Revenue Takeoff Clearance Is A Year Out

Advanced Micro Devices, Inc. remains a distant second to Nvidia in AI hardware, but recent deals and stock highs warrant close attention for future growth. Client segment is thriving, crushing Intel, ...
Hosted on MSN

OpenAI and AMD link arms for AI buildout: It's a power-for-equity swap

AMD and OpenAI have forged a 6 gigawatt agreement to power OpenAI’s AI infrastructure across multiple generations of AMD Instinct GPUs.… In a statement, the chipmaker said the first deployment of ...
Seeking Alpha

AMD: What The Market Is Missing

AMD beat Q2 revenue expectations, driven by surging demand for AI accelerators, resulting in record Data Center revenue. Recent partnerships and a robust AI accelerator pipeline position AMD for ...
The Motley Fool

Will AMD Be a $1 Trillion Company by 2030?

AMD is behind Nvidia in the AI arms race. AMD depends on its China export business for data center GPU sales. Still, AMD is a $265 billion company right now, so it would take a 277% rise for it to ...