$Advanced Micro Devices(AMD)$
Enterprise inference is exploding too. CoCo added 2,000 accounts QoQ to reach 9,100+, which points to real production AI workloads that need compute.
Demand is ahead of expectations. The FY27 product-revenue guide was raised to $5.84B and $6.07B.
And the acceleration isn't stopping. Q3 is guided at +37–38%.
From an AMD read-through, more enterprise inference means more hyperscaler compute, which expands the addressable market for Instinct and Helios.
Snowflake is another strong demand-side confirmation that the AI inference market AMD is building for is expanding fast.
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