$Advanced Micro Devices(AMD)$ Venice CPUs look sold out a year early. Reports say 2027 volumes are fully booked, with AMD already selling 2028 allocation. Morgan Stanley projects 6.75M Venice units in 2027, which is 17% above Nvidia's Vera and 5.4x AMD's 2026 shipments — as 256-core TSMC-2nm parts ride agentic-AI demand, setting AMD up for record server-share gains.
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