Raymond James推动AMD, 指出尽管Nvidia带头, 数据中心增长强劲, Raymond James boosts AMD, citing strong data center growth and AI progress despite Nvidia’s lead.

Raymond James对AMD抱有信心,指出其在数据中心和高性能计算中的市场份额不断增长,其驱动力是竞争性芯片结构、提高电力效率和战略伙伴关系。 Raymond James maintains confidence in AMD, citing its growing market share in data centers and high-performance computing, driven by competitive chip architecture, improved power efficiency, and strategic partnerships. 该公司强调AMD在挑战Nvidia在AI工作量中的支配地位方面取得的进展,指出其激进的定价和创新是关键优势。 The firm highlights AMD’s progress in challenging Nvidia’s dominance in AI workloads, noting its aggressive pricing and innovation as key strengths. 尽管Nvidia目前在AI加速器中处于领先地位, Raymond James认为AMD在迅速变化的技术环境中对长期增长具有良好的定位。 Despite Nvidia’s current lead in AI accelerators, Raymond James sees AMD well-positioned for long-term growth amid a rapidly evolving tech landscape.