Bank of America is calling the bravest AMD, but initially the TheStret appeared.
Sometimes Mr. Market whispers, but at other times he roars straight.
This week Ai shares advanced micro -equipment (AMD) found himself in the middle of the most famous bustle. This is the one that comes with a billion dollar breeze: a big shift in global trade policy.
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Her data center business is already booming, but now it is on larger runways, agreeing to the renovated door in China.
Also, when Outlook changes, the main voice of Wall Street called its name a call, which is the most bold, as long as AMD stocks.
This year, AMD started affairs as a subgroup of chips. However, its latest results show that it is far from a game.
In the first quarter, the Sales of the AMD Data Center increased by 57% since last year and accounted for $ 3.7 billion. This is almost 50% of the company’s total income and a clear sign that its AI chips become real.
AMD EPYC processors and instinct GPU, especially the Mi300 series, belong to the story.
Related: Main analyst updates Nvidia stock prices goal after Chinese surprise
These chips actually shape the main data centers and receive strong reviews in the process. Some buyers even say that AMD chips have overcome NVIDIA when it comes to price and performance.
And the next step of the AMD is even bigger.
June He showed the Mi350 series and a new rack system called Helios. Basically, it is a complete full AI set, covering processors, GPU, networks and cooling, all efficiently designed to work together from the box.
AMD says the MI350 provides 40% more AI performance for each dollar released compared to the previous version.
The main technology players are lined.
Meta already uses Mi300 chips for its AI models and plans to try the MI350 next time.
Meanwhile, Startup Tensorwave recently built the largest AMD GPU system in North America, 8,192 chips pushing 21 power.
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What also helps AMD compared to, say, NVIDIA, is that it is betting with an open source system called ROCM. This wins for cloud suppliers and companies looking for greater flexibility.
Bank of America analyst Vivek Arya is a big AMD.
Bright July 16th. Note, Arya increased its goal of AMD Stock from $ 130 to $ 175, it is a great 35% leap.