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Squawk on the Street
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Navigating Market Challenges: AMD and Beyond
This chapter focuses on AMD's declining data center revenue and the hurdles it faces in a competitive landscape dominated by companies like Intel and NVIDIA. Key discussions include the implications of AI revenue stagnation, inventory issues, and the shift in market dynamics influenced by emerging brands and global supply chain strategies. The chapter also highlights the performance of major players and their responses to consumer behavior and economic uncertainties.
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