$Advanced Micro Devices(AMD)$
"We offer the most diversified selection of AI accelerators, including the latest from NVIDIA,AMD, as well as our own first-party silicon. All-up, the number of Azure AI customers continues to grow-and average spend continues to increase. We expect capital expenditures to increase materially on a sequential basis driven by cloud and AI infrastructure investments."
This is huge! Bodes very bullish for AMD. The best is yet to come!
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