Nvidia's Blackwell Shortage Is AMD's Gain

Advanced Micro Devices, Inc.'s (NASDAQ: AMD ) AI event last week indicated that the company is going all-in on the Data Center AI GPU opportunity. AMD announced a new AI accelerator, set to launch in Q1 ’25, that is meant toAnalyst’s Disclosure: I/we have a beneficial long position in the shares of AMD, NVDA, INTC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha) ...