$Advanced Micro Devices(AMD)$ The market is still underestimating how deeply AMD is getting embedded into the AI infrastructure stack. Look at four of the biggest names deploying or backing AMD silicon: $Microsoft(MSFT)$ with Azure AI infrastructure, $Meta Platforms, Inc.(META)$ with massive AI/data-center deployments, $Oracle(ORCL)$ with AMD-powered OCI cloud infrastructure, and OpenAI with a major strategic AI relationship and future compute demand. That is an elite customer ecosystem. AMD doesn't need to replace $NVIDIA(NVDA)$ to win. It just needs to capture a bigger percentage of a rapidly expanding AI compute market, and MI-series accelerators, EPYC CPUs, networking, and custom silicon give AMD multiple ways to do it. More hyperscaler adoption, more AI CAPEX, and an improving software ecosystem could mean years of runway. AMD isn't chasing AI. AMD is becoming part of the backbone of it.
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- VivianChua·09-30 00:31Nice 💚💚💚LikeReport