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AMD’s sales to data centers should hit $12.2 billion in 2024, nearly double last year, according to FactSet’s analyst estimates. That looks doable, given it isn’t even 15% of Nvidia’s expected $94 billion in data-center sales. As AMD improves production and effectiveness of MI300, a common process for the early stages of new chips, its price should close the gap with Nvidia. Analysts expect AMD to notch 35% data-center revenue growth annually, reaching more than $30 billion by 2027. That’s faster than projections for total AI spending—Gartner sees 20% annual increases over roughly the same span—and Nvidia’s expected data-center growth. But such speed isn’t surprising—AMD is playing catch-up.
I'm just playin…
2024/06/21 11:21
I'm just playing🌸