AMD is clearly playing the long game, laying critical foundations, building out its ecosystem, acquiring wisely, and biding its time, leading to significant growth.
Under Su's leadership, AMD has achieved a 34% data center market share, a remarkable turnaround from a zero percent share in 2017.
With the MI325X Instinct GPU, AMD has announced major potential gains, claiming it can outperform competitors' H200 GPU by up to 40% in AI benchmarks.
The atmosphere at AMD's event was filled with optimism, marking a significant transition as the company positions itself as a leader rather than a contender.
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