AMD's new Instinct MI300X AI GPUs are inside of LaminiAI LLM Pods, with 8 x Instinct MI300X pod NVIDIA projected to make $130 billion from AI GPUs in 2026, which is 5x higher than 2023 Newsletter ...

The Instinct MI300, introduced in November 2023, represents AMD's first truly competitive GPU for AI inferencing and training workloads. Despite its relatively recent launch, the MI300 has quickly ...

The chip maker’s new MI350 series AI accelerators are competitive with Nvidia’s Blackwell AI platform, according to HSBC — ...

With AMD finishing its 2024 fiscal year with more than $5 billion in revenue from its Instinct data center GPUs, the company’s CEO, Lisa Su, says the company expects the AI chip segment to reach ...

Summary. AMD's Data Center revenue surged 115% YoY in Q2 2024, driven by Instinct MI300 AI accelerators and EPYC processors, leading to raised revenue guidance and a BUY rating.

HSBC analysts upgraded their rating on AMD, noting that its latest series of chips can compete with Nvidia’s Blackwell GPUs.

HSBC analyst Frank Lee just upgraded Advanced Micro Devices (AMD) from “Hold” to “Buy,” doubling its price target from $100 to $200 per share, implying a 44.5% upside from the stock’s closing price of ...

Dialing more specifically into AMD's Instinct AI chips, the company saw more than $5 billion in revenue for 2024, but expectations at one point had been billions of dollars higher.

AMD launched its Instinct MI350 chips and previewed MI400, eyeing a $500B+ AI accelerator market with strong growth ahead. Analysts stayed bullish as AMD showcased AI gains, customer wins like ...

AMD counted more than $5 billion in AI revenue in 2024, ... While investors could point to AMD's struggle to make its Instinct chips competitive with Nvidia's a year ago, ...

For full-year 2025, AMD expects the hit to its revenue from the new export regulations to be about $1.5 billion, Hu said on the call. A good report AMD turned in great first-quarter results.

For full-year 2025, AMD expects an approximate $1.5 billion hit to its revenue from the new U.S. export restrictions on advanced AI chips to the Chinese market. Investor Alert: Our 10 best stocks ...