From Nasdaq: 2025-04-02 04:18:00

Advanced Micro Devices (NASDAQ: AMD) is gaining ground in the data center market, competing with Nvidia in AI GPU development. Oracle placed a multibillion-dollar order for AMD’s upcoming AI GPUs, showcasing the company’s potential for growth. AMD’s data center business had a record year in 2024, with revenue reaching $12.6 billion and substantial growth expected in 2025.

AMD’s latest AI GPUs, like the MI300X and MI325X, are attracting top customers like Oracle, Microsoft, and Meta Platforms due to their performance and cost advantages over Nvidia’s H100. Oracle’s Gen2 cloud data centers, utilizing AMD’s GPUs, are becoming crucial for AI training and inference tasks, offering faster processing and cost savings for developers.

AMD’s stock is considered a good value compared to Nvidia, with a lower P/E ratio and strong growth potential. With the record AI data center spending projected for 2025 by tech giants like Amazon, Alphabet, and Microsoft, AMD’s position in the market looks promising. Investors might find a lucrative opportunity in AMD’s stock at its current valuation.

Investors are advised to consider AMD’s potential growth in the AI market, driven by its innovative GPU technology and strategic partnerships. The company’s strong performance in the data center and client segments, coupled with its competitive pricing compared to Nvidia, positions it well for future success. Don’t miss out on this opportunity to invest in a leading chip supplier for AI applications.



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