AMD: NVIDIA Delays with Kyber Rack System Open Opportunities for Market Share Gains
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NVIDIA delays its Kyber Rack system to 2028 and cancels the complex quad-die design of the Ruby Ultra chip. AMD could benefit from the MI500 series. Hyperscalers are increasingly looking for alternatives to NVIDIA hardware. AI cluster expansions in 2027 and 2028 provide good growth opportunities for AMD. The data center business grew by 57% in the first quarter. In the second quarter, overall revenue growth is expected to accelerate from 38% to 46%. The dominance of NVIDIA (NVDA) in the AI market is increasingly being challenged....
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