AMD: AI Path Pulled Forward
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AMD's Q4 report showed mixed results, but the company is set for strong future growth with AI GPU upgrades, particularly the MI350 series. Data Center revenues now exceed 50% of AMD's total, positioning the company for significant growth despite weaknesses in Embedded and Gaming sectors. AI GPU revenue is expected to surge from $5 billion in 2024 to over $20 billion in future years.
February 10, 2025 | 1:15 am
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AMD's Q4 report indicates mixed results, but the company is poised for strong growth with AI GPU upgrades, particularly the MI350 series. Data Center revenues now exceed 50% of AMD's total, and AI GPU revenue is expected to surge significantly.
AMD's focus on AI GPU upgrades and the MI350 series, along with Data Center revenues exceeding 50% of total, positions the company for significant growth. The expected surge in AI GPU revenue from $5 billion in 2024 to over $20 billion in future years is a strong positive indicator for AMD's future performance.
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