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We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...
Nvidia Corp. plans to resume sales of its H20 artificial intelligence accelerator to China, after it received assurances from ...
Advanced Micro Devices Inc. said that it plans to restart shipments of its MI308 chips to China after the US said it would ...
AMD is grabbing share from Intel in x86 data center processors at a rapid rate. As the chart above shows, AMD’s share is now ...
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