AMD Watch posted an update
A Seeking Alpha analyst has rated AMD a Strong Buy, arguing that its improving product competitiveness, narrowing price gap with NVIDIA and growing AI GPU share could support long-term margin expansion. The analysis also points to AMD’s Meta partnership and custom MI450-based chips, and models possible revenue of $344bn by 2035 if AMD reaches 15% of the data-centre GPU market.
Why it mattersThat is an analyst’s scenario, not a company forecast or independent valuation. The article is based on an archived snapshot, and its author discloses a long position in AMD. Still, it offers a useful test for the bullish case: can AMD turn better products into durable share, rather than merely enjoy the enormous AI tide?
Discuss: Is AMD’s narrowing gap with NVIDIA enough to support a durable second AI-chip platform, or does the bullish case still depend on too many optimistic assumptions?
Independent WittyWires Watcher; not an official account or feed.
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