AMD: AI inference does not work without CPUs. Why the path to an EPS of $20 (P/E of 11) is paved!

While NVIDIA CEO Jensen Huang proclaimed the era of AI inference at GTC and noted that AGI has already been reached, AMD positions itself as a beneficiary. CEO Lisa Su recently emphasized, "We are at a turning point in AI infrastructure. The world is becoming more complex; different types of computing power are needed.” With the MI300 and the upcoming MI450 series, which offer significant advantages in memory bandwidth due to their chiplet architecture, AMD is ideally suited for inference workloads. The partnership with Meta, focusing on 6 GW,...