Why I Expect a Turnaround for AMD!
AI inference presents an unprecedented opportunity for AMD, as the global trend shifts from training to inference accelerates the demand for the deployment of pre-trained AI models in real-world applications.
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I see enormous upside potential for Advanced Micro Devices (i) (NASDAQ: AMD), as the AI market is expected to grow to $780 to $990 billion by 2027. This growth is driven by hyperscalers, enterprises, and independent software vendors continuously investing in differentiated technologies like generative AI, inference, and vertically optimized systems. AMD is likely to play a significant role here. AI workloads are projected to grow by 25 to 35% per year through 2027. With its MI300X GPUs and a targeted focus on AI inference (a fast-growing market...
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