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Stock impact report

AMD's Next AI Catalyst: MI450 [Seeking Alpha]

Advanced Micro Devices, Inc. (AMD) 
Last advanced micro devices, inc. earnings: 4/28 04:25 pm Check Earnings Report
US:NYSE Investor Relations: ir.amd.com/investor-overview
Company Research Source: Seeking Alpha
The EPYC CPU and Instinct GPU flywheel is strengthening, with server CPU demand rising and the Venice platform seeing strong early demand. MI355X GPUs show competitive inference performance, delivering strong token throughput and solid performance-per-cost in certain FP8 workloads. Consensus estimates project EPS rising from $6.64 (2026) to $14.45 (2028) as revenue grows from $46.5B to $85B. The MI450 and Helios rack-scale systems launching in H2 2026 mark AMD's shift from selling chips to delivering full AI infrastructure platforms. imaginima/iStock via Getty Images Investment Thesis AMD ( AMD ) is still misunderstood and broadly perceived as a strong CPU player and a secondary player to Nvidia ( NVDA ) in the GPU space. I still think that is an incorrect This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of AMD, NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it ex Show less Read more
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