Huge News for AMD Stock Investors | AMD Stock Analysis

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AMD가 2024년 소프트웨어(ROCm) 스택에서 큰 진전을 이뤘다고 밝힘. AI 데이터센터 GPU 매출 약 50억 달러로 엔비디아 대비 점유율은 10% 미만이나 2위. 차세대 MI325X 양산, MI350은 하반기 조기 출하 가속, MI400 시리즈는 2026년 출시 예정. 엔비디아 독점 완화 및 AMD 로드맵 신뢰성 강조.

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01. we got some big news for AMD stock investors as the company's management team elaborated on their progress on their AI products for this video I'll review their latest progresMD saying that on the AI software front we made significant progress across all layers of the Rockham stack in 2024 their strategy is to establish AMD Rockham as the industry's leading open software stack for AI providing developers with greater choice and accelerating the pace of innovation and this is critical for AMD because if you're unaware of why Nvidia is succeeding so m masterfully in the AI data center space it's because of the software it's primarily because of the software and the ecosystem that Nvidia has built around all of the additional things that it offers Beyond just the GPU just a physical Hardware graphic processing unit that helps accelerate Computing it's beyond that for NVIDIA because if it was only the GPU then AMD would be gaining more market share in the category because its GPU is not that far behind nvidia's GPU right the if you just compare head-to-head GPU to GPU it's not that far behind it certainly wouldn't justify the big difference in market share where Nvidia has uh some estimates suggest it has 90% While others are all less than 10% AMD I believe is in second place here with less than 10% market share in this category or roughly 10% let's say due to the various estimates from different sources so the software is the key that will unlock the value for AMD for greater adoption from more businesses from more Enterprises especially because Enterprises are looking to diversify their supply chains right they don't want to rely on Nvidia exclusively but it's just that Nvidia is so much better than anything else that's available in the market holistically that they're taking so much market share but if AMD can develop this ecosystem including the software then they become more of a viable option for these companies that will want to have some diversification so they don't have to rely on Nvidia because if these companies like alphabet and Microsoft and meta platforms and um Amazon if they completely rely on Nvidia then Nvidia can exercise very strong negotiating power and they can demand super high prices for these products and the companies will have to pay because they will have no other option but that's why they want to enable Nvidia to become more successful so that they can rival I was talking about AMD so that AMD can rival Nvidia and therefore give these companies another option if Nvidia tries to do too much strong arming in negotiations and so it's good to hear that AMD is saying that they continue to accelerate their software Investments because this will be critical to their success on the product front on the physical product they began volume production of the Mi 325 X which is the successor to the Mi 300X in the fourth quarter the production ramp is progressing very well to support new customer wins the Mi 325 is well positioned in the market delivering significant performance and total cost of ownership advantages compared to what else is available in the market so that's great to hear that the plans are going as expected and the customers are interested in this product AMD did a great job of launching their you know GPU The Accelerated Computing platform for data centers to rival Nvidia they gained about5 billion in business for the data centers optimized for AI and they ramped that up relatively quickly in comparison if you want to look at another competitor that was trying to catch up in this space Intel with the gudy uh GPU they couldn't even do 500 million in Revenue in that segment in 2024 just goes to show how difficult it's been for anyone other than Nvidia to penetrate that market but AMD did with $5 billion which was impressive to be sure they went on to say that their next Generation Mi 350 featuring their new cdna 4 architecture is looking very strong cdna they say will deliver the biggest generational leap and AI performance in their history with the 35x increase in AI compute performance compared to their cdna 3 so that's huge and when that comes into Market that's going to drive demand from these companies that are looking to AMD for this performance So based on the progress and early customer interest in the Mi 350 they're now sampling lead customers this quarter and they're on track to accelerate production shipments to midy year that's great news right they were uh first planning to start shipments end of the year but now they're accelerating that to the middle of the year because of the strong interest and the progress they've achieved in developing this technology I always like to hear of these kinds of developments when a company is planning to do something at a certain point in time but they're able to do it earlier because they just did better than what they were expecting right you hear a lot of companies make forecasts about things they're going to do and they then come back to investors and say turns out we can't actually do that and they make a bunch of excuses of why they can't do it and they push back the deadlines and they push back the dates and so AMD is not doing that here it's doing the opposite it's saying look we told you by the end of this year actually we're going to accelerate it because we're making better progress than we thought we were going to be able to achieve up until this point so as we look forward ward in our multi-year AMD Instinct roadmap I'm excited to share that Mi 400 series development is also progressing really well and they're seeing strong customer interest in the Mi 400 series for large scale training and inference deployments and they're remain on track to launch in 2026 nice so their 350 series is launching midyear they are forecasting and then the 400 series is launching in 2026 so again it solidifies the road map that AMD gave investors and in fact it's a faster road map than they gave investors in a market that's hungry for this kind of product that they want something instead of Nvidia partly for the reason I mentioned earlier and partly because Nvidia is sold out so some companies that want nvidia's product they can't even get it because it's sold out for the next few quarters at the very least so there is an opportunity here for AMD and it's good to see that they're ahead of schedule in developing this technology and it's very good news hello