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benzinga.com
173 days

Jensen Huang's Nvidia Fuels 'AI Factory' Boom: Revenue Growth In Data Center Business Dominates Peers With A Staggering 3460% Growth Over 5 Years - Intel (NASDAQ:INTC), Advanced Micro Devices (NASDAQ:

1. Nvidia's data center revenue surged 93.5% year-over-year in Q4. 2. AMD's data center revenue grew 69% YoY to $3.9 billion. 3. AMD expects strong double-digit data center growth into 2025. 4. Intel's data center revenue dropped; challenges mentioned. 5. Nvidia anticipates continued sequential growth in data center segments.

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FAQ

Why Bullish?

AMD's significant revenue growth indicates strong market positioning despite Nvidia's lead.

How important is it?

The article emphasizes AMD's growth amidst a competitive landscape, highlighting its potential.

Why Long Term?

AMD's expected sustained growth in the data center segment supports long-term confidence.

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