AMD: Nvidia Signals Lasting AI Boom
Summary
Advanced Micro Devices, Inc.'s AI chip demand is set to surge, regardless of unresolved China issues. The company's MI35...
Advanced Micro Devices, Inc.'s AI chip demand is set to surge, regardless of unresolved China issues. The company's MI355 and upcoming MI400 GPUs position AMD to capture significant AI inference market share from Nvidia. Current analyst forecasts underestimate AMD's potential; the company could exceed $8 EPS and $50B sales in 2026 with AI growth.