$Advanced Micro Devices(AMD)$ riding high on the AI wave, Daiwa analyst doubles down with Buy rating and $300 target. Surging demand for data center GPUs fuels market share gains, stock already up 70%+ YTD
$NVIDIA(NVDA)$ Import tax receipts have declined for the first time since the implementation of certain tariffs, jeopardizing ambitious plans to reduce the $38 trillion national debt burden
$Advanced Micro Devices(AMD)$ For the first time in history, governments possess operational AI capabilities. The strategic blueprint outlined in the recent executive order's "Genesis Initiative" provides compelling evidence for those questioning the AI investment thesis.
The computing cluster with 50MW capacity will house 24,000 units of $Advanced Micro Devices(AMD)$ 's MI355X accelerators interconnected via Ethernet fabric, targeting high-throughput AI workloads.
CEO of $Advanced Micro Devices(AMD)$ describes compute demand hitting stratospheric levels, comparing AI's current consumption to mythical creature's endless appetite