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About AMD
5/16/2025
Comprehensive Analysis
- Strategic AI Infrastructure Expansion: AMD’s $10B HUMAIN partnership and Saudi AI hub deals position it to capture 15–20% of the $150B AI infrastructure market by 2026. This aligns with Q1 revenue growth (36% YoY) and 57% data center acceleration, supported by Oracle’s EPYC 4005 collaboration and MI350X deployments. Analysts project a 60% probability of sustained double-digit revenue growth in H2 2025.
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