: A head start in AI only gets you so far, and the reality is that we're still in the early innings.
"We're such early innings of how AI, and especially generative AI, is coming to market," Su told the audience. "I view this as a ten-year cycle that we're talking about, not 'how many GPUs can you get for the next two to four quarters?'"Nvidia GPU shortage"If you think about the technology trends that we've seen over the last 10, 20 years ...
"We see sales rebounding 21% in 2024 after our view of a 2.2% decline in 2023 ," CFRA analyst Angelo Zino, who has a Buy rating on the stock, wrote on Sept. 23. "That said, we do believe customer inventories have been sharply curtailed and remain excited about content gains from AI servers. ... We think AMD’s pipeline remains impressive ... and should support higher revenue."