AMD Has the Components to Target $100 Billion of AI Revenue in the Next Few Years
Advanced Micro Devices has significant digital semiconductor expertise and is well positioned to prosper from favorable trends in data centers and artificial intelligence. We consider AMD to be one of two notable firms in graphics processing unitswhich are especially well suited for AI. The company may play second fiddle to Nvidia in AI GPUsbut its GPU expertise should become increasingly valuableand lucrativein the years ahead.