With AMD making its big push into the AI data-center market this week, one analyst sees it launching into a tighter-than-expected market.
With Advanced Micro Devices Inc. making its big push into the AI data-center market at its event in San Francisco this week, following Nvidia Corp.’s similar event in late March, one analyst sees both companies launching into a tighter-than-expected market.
While AI has turbocharged chip stocks and has built expectations for increased spending in the second half of 2023 from hyperscalers, BofA Securities analyst Vivek Arya said in a note released Wednesday that expectations may have overshot the mark. And having both the AI and the infrastructure on which it runs appears to have a multiplier effect. Recently, Susquehanna Financial analyst Christopher Rolland pointed out that the number of Microsoft Azure OpenAI customers had soared by 10 times quarter over quarter and that Microsoft is “increasing capex sequentially to scale their AI infrastructure.”
Read: Nvidia CEO expects AI revenue to grow from ‘tiny, tiny, tiny’ to ‘quite large’ in the next 12 months
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