Advanced Micro Devices, Inc. AMD

$AMD?Going to have a Monster 2025 ?

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Come to “GOOD” MULTI$$$$ RUNNER ?????????????

$AMD ? Piper Sandler expects AMD $AMD to surpass $10B+ in GPU revenue in FY25 as the new MI325x ramps, and $5B in FY24, in line with management's recent guidance.

$AMD ? $AMD and Fujitsu signed an MOU to jointly create open-source, energy-efficient AI and high-performance computing platforms by 2027. The collaboration will develop AI/HPC software based on AMD’s ROCm stack and Fujitsu’s Arm-based Monaka software, targeting global rollout for optimized, sustainable AI solutions.

$AMD ?Buyers will be rewarded…..?

$AMD ? AMD CEO Lisa Su:

"In the Data Center alone, we expect the AI accelerator TAM will grow at more than 60% annually to $500 billion in 2028.

To put that in context, this is roughly equivalent to annual sales for the entire semiconductor industry in 2023."

Maybe today —10%