$Advanced Micro Devices(AMD)$

2025-11-28

$Advanced Micro Devices(AMD)$ 's AI strategy centers on MI450 accelerators and Helios rack-scale systems built on $Taiwan Semiconductor Manufacturing(TSM)$ 's 2nm process. These solutions target the surging inference workload demand, a sector projected to outpace training requirements. The company forecasts an 80% CAGR for its AI-related revenue over the coming years, with independent models suggesting 62% CAGR through 2030, potentially capturing 10% of the global AI compute market from current levels.

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