AMD: The MI450 Series is a Game Changer - Major Beneficiary of the AI Agent Era. P/E Ratio Drops to 10!
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With an aggressive roadmap and gigantic deals with Meta and OpenAI, AMD (i) positions itself as the centerpiece of the next AI phase: the era of inference. The Turning Point: Trillion-Dollar Market through Inference The infrastructure market is shifting towards inference (superintelligences and AI agents). The volume of inference workloads already exceeds that of training today. AMD expects a trillion USD market by 2030. According to AMD CEO Su, no investment fatigue is in sight, as companies increasingly equate AI infrastructure directly with...
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