Te biggest indicator isn't the number of partnerships but whether AMD can consistently grow data center revenue, improve margins and successfully ramp Helios. I also want to see ROCm continue to mature because software adoption is just as important as hardware performance in enterprise AI.
I'm still optimistic on AMD over the long term because AI market is expanding fast enough for more than one winner. My view is that AMD doesn't need to beat Nvidia—it only needs to keep taking incremental share in a rapidly growing market, and that alone could support meaningful earnings growth over the next few years.
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