AMD in Podcasts
companyAmerican multinational technology company known for its semiconductor products and computing hardware.
Mentions Over Time
Discussed alongside in this corpus
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Mentions in Podcasts
Shares of Micron dropped 11%, and AMD fell roughly 10%.
AMD went up 74%.
AMD stock is up more than 15% this morning at the time of this recording.
And the market is starting to respect AMD as a legitimate alternative to Nvidia now.
So yeah, it seems like AMD is firing on all cylinders right now.
AMD CEO Lisa Su said that server CPU revenue will grow more than 70% this quarter.
In fact, both OpenAI and Meta have signed up for AMD's upcoming Helios RackScale AI system, which is designed to go head-to-head with NVIDIA's top hardware.
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