Bullish Commentary on AMD Amid Oracle's Chip Deployment

12 days ago

Sema Modi

"Oracle will be deploying AMD's latest artificial intelligence chips to build out a new supercluster to help customers run larger, more complex AI models in the second half of next year. I spoke to a number of Oracle cloud executives on why they decided to partner with AMD this time over Nvidia and here's what they had to say about why they see AMD as the right choice for inference. I think with AMD, we've been working for so long with them that their software stack is really, really critical. That statement is very bullish for AMD overall and a real vote of confidence in their competitive positioning in the AI ecosystem."

The speaker highlights Oracle's decision to deploy AMD chips as a strong positive catalyst for AMD. He emphasizes the importance of AMD's software stack and its competitive positioning against Nvidia, suggesting a bullish outlook for AMD as it benefits from increased deployments and potential margin expansion.

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