Bullish Company Commentary on AMD's China Catalyst and Product Strength

23 days ago

"Now, for AMD investors, there was information that mentioned that the Department of Commerce is finalizing the details, and the same approach will apply to AMD, Intel and other great American companies. This is very crucial because the H200 is not the H20—it's a great product, and if AMD starts shipping to China, they won't be limited to downgraded products, but will provide updated ones. AMD's MI325, which parallels Nvidia's H200, could be a major revenue driver, especially with potential orders from Alibaba estimated between 40,000 to 50,000 units, potentially adding 10% more to a quarterly revenue. This catalyst, along with ongoing AI initiatives, reinforces a bullish long-term perspective on AMD."

The speaker highlights a key catalyst for AMD where regulatory decisions regarding China could enable the company to ship updated products rather than downgraded ones. He draws parallels between Nvidia's H200 and AMD's MI325, noting a significant potential order from Alibaba that may boost quarterly revenue by approximately 10%. This detailed commentary underlines a bullish long-term view based on improved revenue, margins, and product competitiveness in the AI and semiconductor sectors.

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