AI infrastructure required ‘big’

AI Infrastructure Requirement Slows some marketplace as claims, AMD (Very) CEO Lisa has I don’t see it.

“The need for calculation needs great,” water told me on a Monday in a Yahoo financial exclusive interview. “We saw that all our customers will continue to invest strongly in the world and in this area, because this is the most important technology. I want to say that this is the most important technology of the last 50 years.”

The water supports their views with cold hard money.

AMD was closed today that the ZT system received $ 4.9 billion today. The report of the infrastructure for the hyperscalers of the contract is expected to ensure the participation of AMD for the contract, which is announced in August 2024. ZT Systems counts Microsoft (Msft) As a key client, like AMD.

The company expects the operation of relevance for non-GAAP results by the end of 2025. The company is “actively engaged in the US-based US-based information center infrastructure business in 2025.

A decision on the production of water, said that “in the coming months” will be distributed.

Added water, “I want to be really clear about it.

The AMD fund continues to withdraw between the wider selling in technological names such as Rival Nvidia. Shares are relevant within 15% year under 5% of the S & P 500.

The first quarter of the company was worried about a little street.

AMD, in early February, sales in the first quarter will decrease by 7% in a row, he said. The data center and PC chip sales are being seen below.

“If AMD, Ryzen, EpyC and Radeon platforms improve their competitiveness with CPU and GPU products and GPU products and GPU products, we think that long-term stock earnings are less to increase income growth in the near future,” he said. “In addition, AMD will have to invest heavily on operating costs (especially R & D) to keep up with market leaders.”

Sur repeated the neutral rating in the shares of AMD.

Brian Sozzi Yahoo is the financial executor editor. X in Sozzi x @Brianszizi, Instagramand Linkedin. Tips on stories? Email brian.sezzi@yahoofinance.com.