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AMD Remains Well Positioned to Capture a Piece of the Artificial Intelligence Pie

2025-04-16 19:25:48 英文原文

作者:Brian Colello

Advanced Micro Devices Inc

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Business Strategy and Outlook

Advanced Micro Devices has a wealth of 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 units, which are especially well suited for AI. The company may play second fiddle to Nvidia in AI GPUs, but its GPU expertise should become increasingly valuable, and lucrative, in the years ahead.

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摘要

Advanced Micro Devices Inc., known for its digital semiconductor expertise, is strategically positioned to benefit from growth in data centers and artificial intelligence. Recognized as one of two leading firms in graphics processing units crucial for AI applications, AMD may trail Nvidia in AI GPUs but anticipates growing value and revenue from its GPU capabilities in the future.