Weekly Recap: AI TAM $2T—$3T by 2030 and supply constraints with $29—30B commitments
Advanced Micro Devices, Inc. (NASDAQ:AMD) is accelerating AI and data—center growth—projecting a $2T—$3T AI TAM by 2030, targeting ~$70B data—center revenue and low—$40B AI GPU sales, while expanding supply via $29—30B commitments, new Threadripper Halo Station gear, strategic partnerships and fund…
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