AI Demand Drives Overseas Q2 CPU Battle, AMD Outpaces Intel
Bank of America Merrill Lynch predicts that $Advanced Micro Devices (AMD.US)$ ’s CPU sales will grow by 38% year-on-year in 2024, compared to just 2% growth expected for Intel. By 2025, AMD’s revenue share in the PC and server markets is expected to reach 25%, significantly higher than last year’s 19%.
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73372627 : Intel is not focus on the AMD path. Why you do not compare with NVDA? Because what you say it is bias. They will grow, but not at 38%. To achieve this level they must be sholder to sholder with Nvda, AVGO, Samsung and they are strong, constant, but not yet first player. From decades they was competitive as the second runner and never looked for the first place.
Hope you can see better now the perspectives and analize such remarcs. It is a strog to very strong company, with very nice and amazing achievements but never in the first place.