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

NewsTech

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AMD

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 […]

Read full article at https://wccftech.com/rosenblatt-amd-mi300-325-yields-are-trending-better-than-was-expected-as-nvidia-blackwell-yields-are-a-bit-weaker-after-the-metallization-fix/

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