Can AMD win enough AI accelerator share to justify today's valuation without NVIDIA-like margins?
발행 보고서 원문 발췌 · 원문 언어: 영어
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…보고서 근거 출처 일부