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Posted by
Two Blokes Jul 9 -
Filed in
Stock
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Meta's embrace of AMD's MI300X, alongside new deployments at Microsoft, Oracle, and DigitalOcean, makes AMD the prime second source to Nvidia as AI compute demand accelerates. The MI300X's 192 GB HBM3e, chiplet cost advantages, and maturing ROCm software stack uniquely enable massive LLM inference and strengthen AMD's long-term moat. Robust Q1 2025 results - 36% revenue growth, expanding gross margins, and a net-cash balance sheet - underscore AMD's operational leverage and capacity to fund further AI expansion.
