#ai-gpu-market

[ follow ]
#amd #revenue--eps-growth #valuation #nvidia #customer-concentration #cloud-providers
from24/7 Wall St.
3 days ago

Can AMD Reach a $1 Trillion Valuation in 2026?

Revenue growth was just 5.6% annually in the past 3 years, but is expected to accelerate to over 34% annually in the coming years. EPS growth (minus non-recurring items) is expected to grow at a near-50% clip, too. A big mistake many investors made with AMD a year back is that they assumed the company had no prospects. After all, Nvidia controls 90-something percent of the AI GPU market.
Business
Artificial intelligence
fromFortune
5 months ago

Two mystery customers alone were responsible for nearly 40% of Nvidia's quarterly revenue

Two anonymous customers accounted for 39% of Nvidia's Q2 revenue, increasing customer concentration risk despite strong earnings and dominant AI-GPU market share.
[ Load more ]