AMD's AI Ambitions Face NVIDIA's Dominance—Analysts See Growth, But Challenges Remain

1. AMD exceeded Q4 revenue and EPS estimates, signaling solid performance. 2. First-quarter revenue guidance suggests 30% year-over-year growth at midpoint. 3. Analysts displayed mixed sentiment, with several lowering price forecasts. 4. AMD faces competition from NVIDIA and challenges in data center sales. 5. Positive outlook for second half of 2025 as product transitions occur.