1/
AMD isn’t Nvidia. It doesn’t need to be.
What matters: they’re finally building a full-stack AI/data center offering that’s real — not theoretical.
Execution is lining up. Revenue is foll...
2/
The upcoming MI350 (CDNA 4) GPU series is the big unlock.
Mid-2025 launch. 35× perf over MI300X.
No need to redesign racks — it drops into current MI300 systems.
Major deployment w/ Oracle already underway.
That’s not roadmap noise. It’s movement.
The upcoming MI350 (CDNA 4) GPU series is the big unlock.
Mid-2025 launch. 35× perf over MI300X.
No need to redesign racks — it drops into current MI300 systems.
Major deployment w/ Oracle already underway.
That’s not roadmap noise. It’s movement.
1