摩根士丹利：超微半导体公司_ AMD 推进 AI 活动_服务器领导力、AI 机遇

M Update Advanced Micro Devices | North America October 11, 2024 02:22 AM GMT AMD Advancing AI event: server leadership, AI opportunity AMD launched the new Zen 5 server architecture, the mid life kicker for MI300, and previewed the MI350. The bull case that MI350 lands them in a leadership position is very compelling, but in the interim MI300 seems likely to drive less upside than we see elsewhere in AI. Key Takeaways Turin looks to be a share winner in server MI325 was in line, we make the case that we ne ...