AMD Benefits from Massive CPU Demand Driven by AI Agents!

AMD benefits from x86 processors due to the orchestration of AI agents. The Instinct MI400 AI accelerators will become a growth driver starting in the second half of the year. 6 GW large orders from OpenAI and Meta serve as the foundation for a revenue growth of 35% per year and net earnings of over $20 per share. Driven by the data center business, the fourth quarter showed revenue of over $10 billion for the first time. Higher TSMC production capacities are being secured. The stock breaks out to a new all-time high ahead of the quarterly...