Rosenblatt: AMD’s MI300/325 Yields Are “Trending Better Than Was Expected” As NVIDIA Blackwell Yields Are A “Bit Weaker After The Metallization Fix” ...Middle East

Wall Street has remained quite skeptical that AMD's MI300 series AI accelerators can go toe-to-toe with NVIDIA's offerings, with the persistent decline in the company's console-related sales continuing to further muddy the proverbial waters. Yet, one Wall Street player has now delivered a fairly upbeat prognosis on AMD's prospects. To wit, Rosenblatt now sees AMD delivering on Wall Street's expectations vis-à-vis the third quarter of 2024 and the outlook for the fourth quarter, with a "slight upside" bias resulting from the market share gains of the EPYC CPU and MI300/325 AI accelerators, albeit tempered by the embedded growth expectations and […]

Hence then, the article about rosenblatt amd s mi300 325 yields are trending better than was expected as nvidia blackwell yields are a bit weaker after the metallization fix was published today ( Monday 28/10/2024 - 06:21 PM ) and is available on Wccf tech ( Middle East ) The editorial team at PressBee has edited and verified it, and it may have been modified, fully republished, or quoted. You can read and follow the updates of this news or article from its original source.

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