AMD's Strong Data Center and AI Revenue Outlook

3 months ago

"Next stock I want to talk about is going to be AMD. AMD is great because it's taking part of the piece of the pie from the juicy market of chips alongside Nvidia. Their MI300X GPUs are sold out through 2025 and are projected to bring in 12 to 14 billion in AI GPU revenue, which is pretty massive. They have strong data center momentum with EPYC CPUs holding about 32% of the server market and Instinct GPUs powering full stack AI systems with 80% year-over-year growth in data center revenue. This robust ecosystem makes AMD a compelling play going forward."

The speaker is bullish on AMD, highlighting its solid position in the AI and data center markets. Key points include outstanding orders for MI300X GPUs, significant data center revenue growth, and strategic partnerships that support a robust future outlook.

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