MY 5 BIGGEST TAKEAWAYS FROM AMD ANALYST DAY
MY 5 BIGGEST TAKEAWAYS FROM $Advanced Micro Devices(AMD)$ ANALYST DAY
1. The pivot is official that AMD it’s building a platform with a goal is to sell full AI infrastructure: silicon, interconnect, software & racks that hyperscalers can deploy at scale. It’s chasing $NVIDIA(NVDA)$ vertical model but through an open ecosystem.
2. Data center is the company with Lisa guiding for ~35% CAGR, 57% gross margins & >$20 EPS by 2030. That requires DC biz to grow from ~$16B today to near $100B within five years which is a 6x run that only works if MI450 + Helios hit ramp targets & hyperscaler orders stack fast.
3. GPU is the upside but ROCm is the gatekeeper. The MI450 & yearly GPU cadence will define whether AMD becomes a real platform or stays a second source. Success hinges on ROCm feeling as stable and integrated as CUDA but partnerships with $Meta Platforms, Inc.(META)$ , $Oracle(ORCL)$ & OpenAI are the first real signs of ecosystem lift.
4. CPUs fund the fight with the server share near 40% gives AMD the profit engine it needs. As AI inference workloads push compute back toward CPUs, crossing 50% share does actually look realistic & that stable cash flow supports GPU & software expansion without breaking margins.
5. Michael Burry is wrong.
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- YueShan·11-14Good ⭐⭐⭐LikeReport