AMD: Hard Not To Be Bullish At This Valuation
Portfolio Pulse from
AMD's chiplet architecture in CPUs and GPUs positions it to outperform Nvidia in the inference market. The upcoming MI350 series promises a significant leap in AI performance, potentially challenging Nvidia's dominance. AMD's CEO projects substantial revenue growth, with a potential EPS increase of 244% by 2028.
February 11, 2025 | 3:30 pm
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NEGATIVE IMPACT
AMD's advancements in chiplet architecture and the MI350 series could challenge Nvidia's dominance in the AI market, particularly in inference.
AMD's upcoming MI350 series and chiplet architecture are positioned to challenge Nvidia's dominance in the AI inference market. This could potentially impact Nvidia's market share and growth prospects, leading to a negative short-term impact on its stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 70
POSITIVE IMPACT
AMD's chiplet architecture and upcoming MI350 series position it to outperform Nvidia in the inference market. CEO projects significant revenue growth and EPS increase by 2028.
AMD's innovative chiplet architecture and the upcoming MI350 series are expected to enhance its competitive position in the AI market, particularly in inference. The CEO's projection of a 17% CAGR and a 244% EPS increase by 2028 indicates strong growth potential, making the stock attractive at current valuations.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100