AMD's AI eggs are in too few baskets, Wall Street worries AMD has posted strong second quarter results and forecast even better future financials once its Helios rack systems and Instinct MI400-series GPUs reach buyers. “In data center AI, the growing number and scale of Helios and MI450-series deployments position the [datacenter] business for significant growth in the second half of …
Since AMD's new accelerators include the MI430X for 64-bit scientific computing in addition to the AI-focused MI450X and MI455X, it looks to me like AMD is prepared than to benefit whether the bubble bursts or not. On the other hand, if something happens to TSMC, it'll immediately be clear there was only one egg to begin with.
