AMD: The Trillion-Dollar Rack-Scale Arbitrage Behind The OpenAI Deal

Core Viewpoint - Advanced Micro Devices (AMD) is recommended as a strong buy due to its transition from a chip component challenger to a key player in the AI economy [1] Company Analysis - AMD is positioned to benefit significantly from the growth of the AI sector, indicating a strategic shift in its business model [1] Investment Thesis - The recommendation is based on AMD's evolving role in the technology landscape, particularly in relation to artificial intelligence [1]