HSBC analysts noted weaker demand for AMD’s MI325 GPU and questioned the potential of its upcoming MI350 chip to compete effectively with Nvidia’s dominant AI offerings. HSBC also reduced its ...
Advanced Micro Devices (NASDAQ:AMD) stock has not had many bright spots over the past year, even though the company plays a ...
I believe AMD’s recent bounce is driven by external factors, particularly, Nvidia's GTC week. Read why I rate AMD stock as a ...
With the release of the MI350 architecture by mid-2025, followed by the MI400 platform in 2026, AMD is particularly well-positioned to benefit from the growth of the AI inference market.
CDNA 4-based GPUs like the upcoming MI350 will deliver a whopping 35 times more performance than CDNA 3 variants like the MI300, paving the way for developers to deploy the most advanced AI models ...
AMD is laying off 4% of its workforce to shift focus to AI and data centers. Can it challenge NVIDIA’s dominance in the AI ...
While AMD says its forthcoming Instinct MI325X GPU can outperform Nvidia’s H200 for large language model inference, the chip designer is teasing that its next-generation MI350 series will ...
Su made the comments during AMD’s fourth-quarter earnings call on Thursday, where she also revealed that the company plans to start shipping its next-generation Instinct MI350 GPUs in the middle ...
AMD's Record-Breaking AI Surge: Data Center Dominance & the Road to MI350 AMD delivered a record-breaking 2024 with $25.8B in revenues, a 14% year-over-year growth. The Data Center segment took ...
Its next-generation AI accelerator, the MI350, is slated for a mid-2025 launch, with CEO Lisa Su highlighting strong customer demand and accelerated development progress during the Q4 earnings call.