Discussion around the
Advanced Micro Devices (AMD) stock centered on its future potential to deliver substantial growth, despite facing fierce competition, especially from Nvidia in the AI chips market - a critical part of its future growth strategy. The AI market is predicted to rise to $500B by 2028, and AMD has made power moves like restructuring to focus on AI and Data Centers. The company has also released
AI-optimized Ryzen Processors for smartphones and made significant strides with their
AI Accelerator Breakthrough: TensorWave's Massive GPU cluster plans for 2025. This, along with
AMD CEO Lisa Su's Open-Source AI Ecosystem and Holistic Data Center Design advocacy, are part of AMD's aggressive market growth strategies. However, their aggressive push has been met with
scepticism, reflected in the fluctuations in their stock prices. Investment expert Jim Cramer views AMD as dominating, others like the BofA downgrades AMD's stocks due to AI Chip Competition. The analyst believes that
AMD's pipeline lags behind Nvidia's by more than a year, and questions have been raised about AMD's
AI revenue outlook.
Advanced Micro Devices AMD News Analytics from Fri, 27 Sep 2024 07:00:00 GMT to Sat, 04 Jan 2025 16:31:12 GMT -
Rating 5
- Innovation 8
- Information 7
- Rumor 4