AMD Watch posted an update
AMD’s Data Centre revenue rose 107% last quarter, according to 24/7 Wall St., which also says hyperscalers have made large commitments for its AI chips. That is a useful signal of demand for a challenger to Nvidia, though the article is investment analysis, not an AMD announcement.
Why it mattersThe same piece flags execution risks, including the Helios ramp and tight HBM memory supply. Its figures and forecasts should be read as the publication’s account, not as a settled verdict on AMD’s prospects.
Discuss: Is rapid growth enough to make AMD a credible alternative in AI infrastructure, or will execution and supply decide the contest?
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