US EditionAMD’s AI Accelerator Business: Puts and Takes - Creative Strategies
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AMD’s AI Accelerator Business: Puts and Takes - Creative Strategies
AMD’s 60% CAGR guidance for the AI accelerator TAM is something of a double-edged sword. On one hand, it reinforces confidence in the long-term expansion of the AI market. On the other, it implicitly suggests that AMD’s Instinct growth will track similarly. AMD recently decided to stop breaking out Instinct revenue, suggesting they don’t want…
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