Chip stocks: A season of twists and turns
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AMD’s Product Roadmap is Promising
Looking closer at AMD’s product roadmap shows why it has more room to grow relative to Nvidia. Its new EPYC server CPUs based on the Genoa architecture delivered over 50% sequential revenue growth last quarter. Initial shipments of its Instinct MI300 GPU accelerators also commenced for high-performance computing applications.
As AMD ramps up production of these chips, I expect the company’s data center segment revenue to exceed $2 billion in the same period next year. That would represent massive growth versus this quarter’s sales of around $1.6 billion. AMD’s next-gen EPYC server CPU, codenamed Turin, which is scheduled to launch in 2024, should accelerate this data center momentum.
On the client side, over 50 new laptops powered by AMD’s latest Ryzen 7000 chips hit the market last quarter. AMD is also working closely with Microsoft to take advantage of its on-chip AI engine in the next Windows release. This collaboration should enable significant performance and user experience advances.
All things considered, AMD’s product pipeline appears very promising versus Nvidia’s. Its coming launches, combined with partnerships like the rumored AMD-Microsoft alliance, can potentially disrupt Nvidia’s lead in key areas like data center AI acceleration.$Advanced Micro Devices(AMD.US)$ $NVIDIA(NVDA.US)$
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