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AMD Q3: Not Just a Beat, a Blueprint.
Post:
Another strong quarter for $AMD, but the real story is in the segment breakdown. Data Center and Gaming are firing on all cylinders, proving the strategy is working.
The 10% revenue growth is nice, but the narrative is that EPYC is becoming the bedrock of the modern cloud and AI infrastructure. This isn't a one-off; it's a fundamental shift. The market is voting for performance and value, and AMD is cashing the check.
The setup for 2024, with the MI300 accelerator on the horizon, looks even more compelling.
#AMD #Earnings #DataCenter #AI #Investing #Semiconductors
Post:
Another strong quarter for $AMD, but the real story is in the segment breakdown. Data Center and Gaming are firing on all cylinders, proving the strategy is working.
The 10% revenue growth is nice, but the narrative is that EPYC is becoming the bedrock of the modern cloud and AI infrastructure. This isn't a one-off; it's a fundamental shift. The market is voting for performance and value, and AMD is cashing the check.
The setup for 2024, with the MI300 accelerator on the horizon, looks even more compelling.
#AMD #Earnings #DataCenter #AI #Investing #Semiconductors
AMD Q3: Not Just a Beat, a Blueprint.
Post:
Another strong quarter for $AMD, but the real story is in the segment breakdown. Data Center and Gaming are firing on all cylinders, proving the strategy is working.
The 10% revenue growth is nice, but the narrative is that EPYC is becoming the bedrock of the modern cloud and AI infrastructure. This isn't a one-off; it's a fundamental shift. The market is voting for performance and value, and AMD is cashing the check.
The setup for 2024, with the MI300 accelerator on the horizon, looks even more compelling.
#AMD #Earnings #DataCenter #AI #Investing #Semiconductors
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