Hello There, AI Gold Rush. Who Will Be the King of Data Centers?

· $Advanced Micro Devices (AMD.US)$: "We have significant growth opportunities ahead based on executing our strategic data center and embedded priorities, led by accelerating adoption of our AI products. We are in the very early stages of the AI computing era, and the rate of adoption and growth is faster than any other technology in recent history.” said Lisa Su, CEOof AMD.

· $NVIDIA (NVDA.US)$: "Total revenue is expected to be $11 billion in the next quarter. We expect this sequential growth to largely be driven by data center, reflecting a steep increase in demand related to generative AI and large language models. This demand has extended our data center visibility out a few quarters and we have procured substantially higher supply for the second half of the year." said Colette Kress, CFOof NVIDIA.

· $Intel (INTC.US)$:“Our strategy is to truly democratize the incredible power of AI. And we‘re seeing a very positive response to Gaudi 2 and seeing our pipeline growing very rapidly for that product line. ”said Pat Gelsinger, CEO of Intel.