Nvidia's Blackwell Shortage Is AMD's Gain [Seeking Alpha]
Advanced Micro Devices, Inc. (AMD)
Last advanced micro devices, inc. earnings: 4/28 04:25 pm
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Source: Seeking Alpha
26.13K Follower s Follow Play 11min Summary Advanced Micro Devices, Inc.'s new AI accelerator, the Instinct MI325X, launching in Q1 '25, aims to compete directly with Nvidia's Blackwell GPU, potentially boosting AMD's market share. Nvidia's Blackwell GPU is already sold out, creating an opportunity for AMD to capitalize on the supply shortage and enhance its pricing power. AMD's Data Center business surged by 115% Y/Y in Q2, and with new high-priced AI GPUs coming to market, AMD is poised for significant revenue growth and gross margin expansion. The chip company has a strong AI GPU pipeline, and FY 2025 could be a break-out year for AMD. AMD's valuation is attractive compared to Nvidia, with the potential for substantial market cap growth and EPS upside, driven by strong AI accelerator demand. BlackJack3D Advanced Micro Devices, Inc.'s NASDAQ: AMD AI event last week indicated that the company is going all-in on the Data Center AI GPU opportunity. AMD announced
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AMD
News
- AMD: AI And Data Centers Lead The Charge (Rating Upgrade) [Seeking Alpha]Seeking Alpha
- AMD to Report Fiscal Third Quarter 2024 Financial ResultsGlobeNewswire
- Institutional investors in Advanced Micro Devices, Inc. (NASDAQ:AMD) lost 9.4% last week but have reaped the benefits of longer-term growth [Yahoo! Finance]Yahoo! Finance
- 3D Stacking Market Size Worth $5.94 Billion, Globally, by 2031 - Exclusive Report by The Insight Partners [Yahoo! Finance]Yahoo! Finance
- Accelerator Card Industry Report 2024: Market to Reach $73.55 Billion in 2028 at a CAGR of 38.1% - Global Long-term Forecast to 2033 [Yahoo! Finance]Yahoo! Finance
AMD
Earnings
- 7/30/24 - Beat
AMD
Sec Filings
- 9/17/24 - Form 4
- 9/13/24 - Form 4
- 9/11/24 - Form 144
- AMD's page on the SEC website