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Wall Street Focuses on AMD’s AI Accelerators Ahead of Earnings

Wall Street Focuses on AMD’s AI Accelerators Ahead of Earnings

Author:

Global Cryptocurrency

Published:

2025-11-02 18:09:02

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Advanced Micro Devices (AMD) is poised to capture Wall Street's attention as it prepares to release Q3 earnings, with particular focus on its AI accelerator chips. Susquehanna analyst Christopher Rolland highlights the MI350 and upcoming MI450 series as critical growth drivers, noting the MI350's expected ramp-up in the second half of 2024. While investors anticipate strong performance, the potential upside in data center GPU revenue remains a key debate.

The broader AI narrative gains momentum following OpenAI's 6GW announcement, underscoring the sector's long-term potential. AMD's positioning in this space could redefine its competitive edge against rivals like Nvidia and Intel.

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