$AMDUSDT.P (3/6) Why AMD could be attractive in the coming years? Presence in different markets: It is not dependent on just one market. From Ryzen and EPYC CPUs to Radeon and Instinct GPUs and Embedded products, the company operates in multiple markets. Fast growth of Data Center: One of AMD's most important current strengths is data center growth. In Q2 2026, the segment's revenue reached about $6.7 billion, a 107% year-over-year growth. The big opportunity of AI: The growth of artificial intelligence requires more processors, GPUs, network and computing infrastructure. 🔹️AMD company tries to support different parts of this infrastructure with products such as: Instinct + EPYC + Pensando + ROCm + Helios to cover In the new generation of AI products, AMD has opened a special account on the Instinct MI400 family, including MI455X and MI430X. Focusing on the software ecosystem: One of AMD's challenges in competing with NVIDIA is the software ecosystem. With the development of ROCm, this company tries to reduce developers' dependence on the CUDA ecosystem and provide another option for developing and running AI programs. Cooperation with big companies: It is expanding cooperation with major technology companies and AI infrastructure providers. including Microsoft, Meta, OpenAI and Anthropic. For example, Anthropic has announced plans to deploy up to 2 gigawatts of AMD Instinct MI450 Series GPUs in AMD Helios systems. The first 1 GW of this capacity is scheduled to be deployed in the first half of 2027." ✅️ A more serious introduction to AI Inference: In August 2026, it announced that it had reached an agreement to buy Taalas. 🔹️Taalas company works on specialized chips to implement artificial intelligence models or AI Inference. #amd #ai #artificial_intelligence #taalas #data_center #ethan
