What stands out is the focus on inference, with Meta helping design AMD’s MI450 GPUs for real-world AI workloads like chatbots. As inference demand is expected to outgrow training, this positions AMD in a key long-term growth segment.
Beyond the headline numbers, the inclusion of customized CPUs and multi-generation supply commitments shows this is a deep infrastructure partnership, not a one-off order. With hyperscalers increasingly diversifying suppliers, AMD’s role in large-scale AI data centers looks structurally stronger — and that’s why it remains my stock in focus today.
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- cheezi·02-25 15:49TOPMassive deal! AMD's inference push is spot on for growth. [看涨]1Report