-
Posted by
Two Blokes Jul 1 -
Filed in
Stock
-
8 views
OpenAI's partnership with Advanced Micro Devices to co-develop LLM-optimized chips is a game changer, accelerating AMD's growth and challenging Nvidia's dominance. The Company's data center sales are surging, with new MI400/MI450 GPUs and Helios rack-scale solutions poised to drive further sales and margin expansion. Despite rapid growth and strategic partnerships, Advanced Micro Devices trades at a low 24.9x 2026e profit multiple, making it an undervalued AI play vs. peers.
