Why did I start a position in $AMD last week?

Their earnings confirmed that they are doubling down on AI data infrastructure and developing the MI300x -- positioning themselves in a sector expected to grow at 60% CAGR until 2028.

My 2026 price target is approximately $275.

Sales estimate breakdown for $AMD

AMD AI GPUs are still inferior to $NVDA IMO even with the MI300X coming out soon.

$AMD conference call summary: Data center segment revenue grew 80% and we now have more than 100 enterprise and AI customers deploying Mi300X. Demand remains really strong, and consequently, we now expect 2024 data center revenue to exceed $4 billion, up from our prior guidance…

$AMD

MI300以降のデータセンター向けGPUの
ロードマップについての質問

回答
MI300の後続機もあれば次の世代も開発中

現在MI300xは推論において
スイートスポットにあり

”今年後半から2025年にかけて追加製品を投入予定”

MI300xは私たちにとって強力な
スポットであり続けるでしょう

Lenovo unveils first all-AMD AI 'supercomputer' flanked with up to 1.5TB of HBM memory and promises drop-in support for the future AMD EPYC CPU — new ThinkSystem has dual EPYC CPUs and 8 Instinct MI300X GPUs cstu.io/72f5f0 #developer ...

Book a one-on-one briefing at ISC 2024 and get a first-hand look at SuperNODE™, the world’s first 32-GPU server, now with AMD MI300X GPUs.
bit.ly/3xNBQCp
#GigaIO32GPU #ISC24 #AIInfrastructure

MI300XもGaudi3も期待外れ
データセンターは
Nvidia H200/GB200 + InfiniBand
Broadcom xPU(Google v5pなど) + Jericho3
が根こそぎ持って行きそうですね
当初の想定通り生成AIど真ん中投資
$NVDA + $AVGO

Big News for GigaIO at #ISC24 in Hamburg!

AMD and GigaIO are joining forces to showcase the future of #LLM technology by demonstrating the amazing synergy between the AMD MI300X GPU and GigaIO's SuperNODE.

Join us at booth #F19 !
bit.ly/3Qgfobq

$AMD Roadmap per contact

MI300X - GA now (China deploying, $MSFT)
MI350X-Summer 2024 (3Q24 deployment, tweaks on HBM)
MI375X-4Q24 ( $META, inference work horse)
MI400X-- New Platform (B100 Competitor, 1H25)
MI450X -- 2H25 (B200 competitor, $GOOG large customer)

💡🚀 Lenovo and AMD join forces to push the boundaries of Hybrid AI with the launch of the AMD MI300X-powered Think System SR685a V3 8GPU server! 🖥️🔥 Revolutionizing AI deployment from edge to cloud

Read More-industrialautomationindia.in/newsitm/17911/…

AMD supera NVIDIA: Lisa Su rivela i vantaggi delle GPU MI300X
it.benzinga.com/2024/05/01/amd…

#catnews #technews Lenovo unveils first all-AMD AI ‘supercomputer’ flanked with up to 1.5TB of HBM memory and promises drop-in support for the future AMD EPYC CPU — new ThinkSystem has dual EPYC CPUs and 8 Instinct MI300X GPUs ift.tt/42ZlRkp

'In cloud, MI300x production deployments expanded at $MSFT, [...] and $ORCL to power generative AI training and inferencing for both internal workloads and a broad set of public offerings.'

Lisa Su, $AMD CEO during the Q1 2024 call.

Does $AMD have an edge in AI inference over $NVDA, as Lisa Su says?

'Our partners are seeing very strong performance in their AI workloads. As we jointly optimize for their models MI300x GPUs are delivering leadership inferencing performance and substantial TCO advantages,…

Suhail TensorWave seems to have MI300X GPUs for as low as $1/HR/GPU for long term reservations: gpulist.ai/detail/8f759e7

$AMD $NVDA 🔥

CEO Lisa Su said Microsoft, Meta, and Oracle use AMD’s MI300X. AMD said it had sold over $1 billion of the chips since it launched in the fourth quarter of 2023.
AMD expects $4 billion in 2024 AI chip sales, up from a $3.5 billion forecast in January. For…

$AMD conference call summary: Data center segment revenue grew 80% and we now have more than 100 enterprise and AI customers deploying Mi300X. Demand remains really strong, and consequently, we now expect 2024 data center revenue to exceed $4 billion, up from our prior guidance…

NvidiaのGPUとBroadcomのxPUが主流ですね
CoWoSのキャパから見てもMI300X, Gaudi2/3はそこまで伸びていない

$AMD Q1’24 Data Center segment revenue was a record $2.3B, up 80% y/y, driven by strong ramp of AMD InstinctTM MI300X GPU shipments and a double-digit % increase in server CPU sales.

Stone Fox Capital You think AMD will have a big second half? They still seem well positioned with MI300x to
you? What did you think of this earnings?