Company Commentary on AMD's AI Accelerator Business

16 days ago

"Our recent conversations across the supply chain point to AMD experiencing slowing progress with its AI accelerator business. We think makes it increasingly challenging for them to meet over high expectations. This year conversations we show signs that AMD is struggling to grow for many of the customers that announced at its AI event this summer. Market remains challenging with highly demanding customers. Many of the headline customers have only purchased evaluation systems that are unlikely to convert into volume orders for at least one generation of MI systems."

The speaker provides an in-depth commentary on AMD, highlighting concerns regarding its AI accelerator business. He notes that despite a high-profile OpenAI-related event, AMD is facing challenges as many customers have only committed to evaluation systems rather than full volume orders, which could hinder future growth.

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