Have you noticed what's going on between AMD and Oracle? 👀
Oracle is increasingly relying on AMD Epyc chips for its cloud servers - and that's no coincidence. The components deliver more power with less energy consumption. An absolute game changer for data centers. 💪
While $NVDA (-0,5 %) is currently in the spotlight everywhere, AMD is working quietly and cleverly in the background on deals that carry real weight. Oracle is expanding its cloud offerings with AMD chips, and that's where the exciting leverage lies:
@cloud is growing
@AI needs computing power
@AMD supplies the right hardware
You can really see how AMD is gradually expanding its position in the high-performance sector. And if Oracle continues to scale (which they will), this could become a huge growth driver for AMD in the long term. 📈
Personally, I see a story here that the market has not yet fully priced in.
In my opinion, AMD has a lot of upside potential, especially if AI, cloud and servers continue to explode.
What do you think - is AMD on the verge of the next big wave?
