Can AMD become a trillion-dollar market capitalization company by 2030?
Recently, AMD made a big announcement at the analyst conference: the data center business is expected to grow at a 60% CAGR over the next 5 years. It sounds a bit outrageous, but looking at the data, it might actually be possible.
What is the current situation? Nvidia's data center growth rate is 66% in Q2, while AMD is only at 22%. What does this indicate? It's not that AMD's hardware is inferior, but rather that the CUDA ecosystem's moat is too deep. However, AMD's ROCm software has indeed been catchi
View OriginalRecently, AMD made a big announcement at the analyst conference: the data center business is expected to grow at a 60% CAGR over the next 5 years. It sounds a bit outrageous, but looking at the data, it might actually be possible.
What is the current situation? Nvidia's data center growth rate is 66% in Q2, while AMD is only at 22%. What does this indicate? It's not that AMD's hardware is inferior, but rather that the CUDA ecosystem's moat is too deep. However, AMD's ROCm software has indeed been catchi

