Can AMD win enough AI accelerator share to justify today's valuation without NVIDIA-like margins?
公開レポートからの抜粋 · 原文の言語: 英語
AMD’s latest reported quarter produced $6.2 billion of GAAP gross profit and $2.0 billion of operating income, supported by Data Center revenue of $6.7 billion. The margin improvement was partly aided by the absence of the prior-year MI308 export-control charge and favorable mix, while operating expenses also increased. This supports profitable AI growth without requiring NVIDIA-like margins, but the investment case…レポートの主な出典