AMD: Enjoying Tailwinds But Still Not Growing


  • AMD has been unable to grow revenues as Nvidia dominates the data center segment for AI accelerators.
  • AMD and Nvidia hardware have a few key differences and overall Nvidia simply provides better products.
  • AMD’s foray into FPGAs could lead to a unique competitive positioning and provides some reason for optimism.

AMD headquarters in Santa Clara, California, USA



The launch of ChatGPT is widely acknowledged as the catalyst that set off the rocket ship journey that semiconductor stocks have been on recently. It illustrated to the world the potential of AI applications. Corporations raced to determine how

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