Tag #amd

AMD’s Pricing Power a Game Changer?

AMD Datacenter

AMD controls pricing power in data center CPUs because of constrained supply, better performance-per-dollar, and TSMC wafer shortages. The company holds 39.4% server market share and extracts 1.5x more revenue per unit. The 15% price increase isn’t speculation. Structural leverage…

OpenAI Bets Nearly One Trillion On Chips

Open AI Bet

OpenAI signed a massive chip deal with AMD that caused the stock to jump 23.71% in one day. The deal includes a unique payment structure where OpenAI might pay using AMD’s own stock. Combined with other partnerships, OpenAI has committed…