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Posted by
Two Blokes Jun 10 -
Filed in
Stock
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Advanced Micro Devices, Inc. is showing a strong growth trajectory in Data Center segment and specifically its AI chip sales which has not been fully priced in. In 2024, AMD reported $12.6 billion in Data Center revenue, up 94% YoY, and in fiscal 2025 the Data Center revenue could easily top $20 billion. AMD is playing for the second position in AI chip business behind Nvidia, but the investment return potential for AMD are much stronger as the revenue share of AI business.