Wedbush Sees AMD’s Microsoft Deal as the Start of a Sharp AI Ramp, But It’s Not a Reason to Dive In Here
AMD’s Microsoft deal for Helios rack-scale AI systems and next-gen Instinct and EPYC chips joins AMD's list of wins along with other AI industry favorites.
Quick take
Read original at Yahoo Finance Wedbush analysts view AMD's Microsoft deal as the start of a significant AI expansion, citing recent wins with Anthropic and Rackspace. AMD's stock has surged 150% year-to-date, with a market cap of $900.6 billion, but analysts advise caution despite the momentum.
Summarised by netranta from Yahoo Finance. Open the original for the full story.
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