If those valuations look frothy to some AI sceptics, Arm chief executive Rene Haas is convinced the AI boom is only just getting started. He told a Bloomberg conference in London last week that ...
Advanced Micro Devices has a wealth of digital semiconductor expertise and is well positioned to prosper from favorable trends in data centers and artificial intelligence. We consider AMD to be one of ...
We think AMD can carve out a decent portion of the AI accelerator market over time. Over the next five years, we model AMD’s data center revenue growing at a 41% CAGR. We expect AMD’s data center ...