How AMD, Nvidia, Broadcom Can Ride Oracle's $455B Cloud Surge
1. Oracle's RPO surged 359% YoY, boosting AMD's stock by 2-4%. 2. AMD's MI355X GPUs will be deployed with Oracle's AI infrastructure. 3. Oracle's capital expenditure increased 65% for AI expansion. 4. AMD ensures significant AI expenditure from Oracle's diverse offerings. 5. AI inference growth may shift demand towards custom chips in the future.