$AMD

$AMD CEO: “We are powering AI at every level of cloud.” All major cloud providers use $AMD EPYC CPUs and 8 out of top 10 AI companies use $AMD GPUs to power their most advanced models. Compute required to train the cutting edge models quadruples every year and inference token consumption increased 100x over the last two years and this is just the beginning. We are only in the early innings of agentic AI that uses multiples of inference tokens that simple queries use. As a result, compute demand will skyrocket at every level of cloud. $AMD is currently the best positioned company to offer a complete solution that includes both cutting edge CPUs and GPUs. The market is still not bullish enough on $AMD.