With Advanced Micro Devices Inc. making its big push into the AI data-center market at its event in San Francisco this week, following Nvidia Corp.’s similar event in late March, one analyst sees both companies launching into a tighter-than-expected market.
The growth of artificial-intelligence products, which rely on massive data centers run by cloud-service providers or “hyperscalers,” has figured highly into the performance of both Nvidia NVDA and AMD AMD this year. Nvidia shares are up 187% year to date — giving the company…
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