Nvidia: We Were Right About Data Center And AI [Seeking Alpha]
Advanced Micro Devices, Inc. (AMD)
Last advanced micro devices, inc. earnings: 4/28 04:25 pm
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US:NYSE Investor Relations:
ir.amd.com/investor-overview
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Source: Seeking Alpha
The company's actual revenues in 2023 exceeded our forecasts, driven by strong growth in the Data Center segment, which accelerated in Q4. Nvidia's extensive partnerships with top cloud providers, particularly the new partnership with AWS, support its outlook in the Data Center segment and the potential for sovereign AI initiatives. We double down on our previous findings that AI and Data Center will be supercharging Nvidia's revenue growth rate and raise our price target for Nvidia. In our previous assessment of NVIDIA Corporation NASDAQ: NVDA ), we believed the company's commitment to innovation in the data center, representing 75% of its revenues, was evident in notable launches like integrated CPUs/GPUs, networking expansions, and software solutions. The ongoing product roadmap positioned Nvidia competitively, whereas Advanced Micro Devices, Inc. ( AMD ) lacked roadmap updates for MI300x, and Intel's ( INTC ) Gaudi-4 was set for 2024. Overall, we believe Nvidia's continuous
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News
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AMD
Earnings
- 1/30/24 - Beat
AMD
Sec Filings
- 4/17/24 - Form 4
- 4/17/24 - Form 4
- 4/15/24 - Form 144
- AMD's page on the SEC website