The Next Semiconductor Winner Might Not Be Nvidia

Notably, hyperscaler demand remained high, with over 230 new AMD-powered instances launched throughout the quarter. Over the course of the year, hyperscalers added more than 500 AMD-based instances, bringing the overall number of EPYC cloud instances up by more than 50% to nearly 1,600. Looking ahead, AMD anticipates continued high server demand as hyperscalers increase infrastructure to support AI and enterprises modernize data centers for emerging AI workflows. Additionally, the ramp of MI350 series shipm ...