HSBC analysts noted weaker demand for AMD’s MI325 GPU and questioned the potential of its upcoming MI350 chip to compete effectively with Nvidia’s dominant AI offerings. HSBC also reduced its ...

HSBC analyst Frank Lee noted the weak demand for AMD’s MI325 GPU and the possibility of delays in bringing a competitive rack solution to the battle against Nvidia’s NVL platform. The analysts ...

Advanced Micro Devices (AMD) stock has declined 13.3% so far this year and plunged more than 40% over the past year, as investors and analysts ...

AMD began volume production of MI325X in the fourth quarter. MI325 delivers significant performance and TCO advantages compared to competitive offerings, including H100. AMD has passed key ...

Clearly, there is still some uncertainty that AMD needs to solve in 2025. For instance, it appears that the company's cycles between AI product families are getting shorter — MI325 was only ...

We recently published a list of 11 Stocks That Will Go to the Moon According to Reddit. In this article, we are going to take ...

AMD has increased R&D expenses from 17-21% of revenue in 2021 and 2022 to 25-26% in the last two years. The company launched the MI325 AI accelerator last quarter. MI350 series is announced to be ...

Daiwa downgraded AMD (AMD) to Outperform from Buy with a price ... “material disappointment” in graphics processing units as MI325 seems to be ramping slower than expected.

AMD announced on Monday that President Victor ... Instinct processors that include the recently launched MI300 and the MI325, which launches later this year.

AMD’s Q1 2025 revenue guidance of $7.1 billion ... Daiwa pointed to slower-than-expected adoption of the MI325 GPU as a key reason for the stock’s underperformance. "The big issue is the ...

reflecting a flatter 2H24 to 1H25 product transition to MI325/350X. Northland analyst Gus Richard reiterated the Outperform rating on AMD, with a price forecast of $175. AI revenue is expected to ...

Top 5 Downgrades: Daiwa downgraded AMD (AMD) to Outperform from Buy with ... disappointment" in graphics processing units as MI325 seems to be ramping slower than expected. TD Cowen downgraded ...