Few chipmakers have rewarded investors as handsomely as Advanced Micro Devices (AMD). The stock has delivered an impressive 361.6% gain over the past five years, but Bank of America Corporation believes Advanced Micro still has significant upside.
On Thursday, Aug. 13, **** yst Vivek Arya raised the firm's 2030 server central processing unit (CPU) market forecast to more than $210 billion from around $170 billion, citing stronger demand for artificial intelligence (AI) compute and memory. The bank now expects the server CPU market to grow at a 36% compound annual rate, up from 30%, implying nearly 5x growth from the ~$35bn CY25 level.
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#advanced #upside #server #devices
On Thursday, Aug. 13, **** yst Vivek Arya raised the firm's 2030 server central processing unit (CPU) market forecast to more than $210 billion from around $170 billion, citing stronger demand for artificial intelligence (AI) compute and memory. The bank now expects the server CPU market to grow at a 36% compound annual rate, up from 30%, implying nearly 5x growth from the ~$35bn CY25 level.
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As Oracle Deepens Its Partnership with AWS, Here's How You Should Play ORCL Stock
Netflix Stock Is Cheap and It Has More Than 70% Upside Potential Here
#advanced #upside #server #devices
4 days ago
