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Super Brief: AMD Beat. The Market Broadened. Now What? — Super Brief
Published 1 month, 2 weeks ago
Description
AMD Beat. The Market Broadened. Now What?. AMD reported $10.25 billion in Q1 revenue, beating consensus by 4%, with data center at $5.8 billion, up 57% year-over-year. This is not an AMD story. This is the AI infrastructure cycle's stress test, and it passed. In every prior tech bubble, from Cisco in 1999 to Sun Microsystems in 2000, the dom