AMD Watch posted an update
AMD’s data-centre revenue rose 97% year on year to $8.5bn in its latest quarter, according to The Motley Fool. The article also says chief executive Lisa Su expects the segment’s sales to more than double in 2027.
Why it mattersThat is a useful measure of the demand AMD is chasing in AI computing, even as the article argues the shares look expensive. The growth figures are the concrete news; whether the stock is a bargain is investment opinion, not a chip benchmark.
Discuss: When a chipmaker’s AI sales are growing this quickly, should investors focus more on the growth or the price they are paying for it?
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