Description

AMD’s AI Bet Is Failing? DeepSeek Challenges the Market While Nvidia Widens the Gap!

Advanced Micro Devices reported fourth-quarter revenue of $7.7 billion, a 24% increase year-over-year, driven by strong growth in the data center and client segments. The data center segment, which includes AI accelerators and server processors, delivered $3.9 billion in revenue, up 69% year-over-year but missing analyst expectations of $4.09 billion. The company gained market share in CPUs, securing key wins with hyperscalers like Microsoft, Meta, and Google. However, despite the growth in AI-related products, Advanced Micro Devices did not provide an annual revenue forecast for its AI business, a shift from previous quarters that raised concerns among investors about the company’s ability to scale in the AI accelerator market.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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