Positiv
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Seeking Alpha
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vor 10 Tagen
AMD now expects AI server CPU demand to double, raising its 2030 server CPU TAM above $120 billion. Data Center revenue surged 57% to $5.8 billion as EPYC adoption expanded across cloud, enterprise, healthcare, and finance. Cloud instances running EPYC processors increased nearly 50% year-over-year, surpassing 1,600 deployments worldwide.