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NVIDIA CEO Huang described the new IT world in this week’s conference call. "Computing power is revenue. Without computing power, there is no way to generate tokens. Without tokens, there is no way to increase revenue.” Furthermore, agentic AI has reached a turning point where AI agents like Claude Code or OpenAI Codex are being productively used in companies. In a world with an exponentially increasing demand for computing power, I believe AMD (i) is set to benefit. I see the following reasons for which I am positioned. The breakthrough of...
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