AMD: It's Not too Late to Buy AMD
Larry Ellison also says AI inference will be a much bigger market than training.
All the big names at the frontiers of AI are saying the same thing: Inference will be huge.
$NVIDIA(NVDA)$ substantially enhanced its capabilities with the Groq deal, but let's not forget $Advanced Micro Devices(AMD)$ is also well positioned for inference.
Inference is memory-bound, not compute-bound. AMD's chiplet architecture is optimized for integrating more high-bandwidth memory at lower costs.
AMD MI450 packs 432GB HBM4 vs Rubin's 288GB. This means larger models fit in fewer chips, reducing interconnect overhead and latency for inference workloads.
OpenAI's 6GW deal with AMD for MI450 validates AMD's edge in inference.
Despite AMD's strong position in AI inference, the stock is still trading at 15x 2028 earnings.
If you believe AI inference will be big, it's not too late to buy AMD.
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