Intel and Nvidia Stock Surge as AMD's MI300 Hype Falls Flat -- Time To Sell AMD Stock?
What The Chip Happened - Jose Najarro AI & Chip Stocks
00:00
AMD's Prediction for the AI Market Is Insane
The networking side of AI is one that gets not talked about much, but it's definitely very important. AMD believes the compound annual growth rate for data centers AI accelerators is expected to grow at a 50% compounded annual growth rate to 2027. Right now that market is roughly $30 billion; they expect that to be roughly $150 billion in the next five four years. If you want to learn more about the semi-conductor market, I do have an electrical engineer master's background.
Transcript
Play full episode
