Wall Street Is Sleeping On AMD’s AI Inference Boom (NASDAQ:AMD)
1. Meta validates AMD MI300X for Llama inference with robust HBM3 memory. This confirms AMD's competitive cost-efficiency. 2. AMD’s data center revenue surged 69% YOY with AI sales exceeding $5B in 2024. This points to strong market adoption. 3. FCF per share nearly doubled from $0.69 to $1.48, fueling AI R&D and acquisitions. This improves overall financial robustness. 4. MI350 launch delayed to mid-2025 signals rising demand in both inference and training. This directly challenges Nvidia’s AI dominance. 5. Investor thesis claims market underestimates AMD potential, ignoring long-term chiplet and ROCm software advantages. This supports a bullish outlook.