AMD WKN: 863186 ISIN: US0079031078 Forum: Aktien Thema: Hauptdiskussion

Bloomberg AMD Adds Dell as Commercial PC Customer for the First Time Ian King Mon, January 6, 2025 at 8:45 PM GMT+1 2 min read (Bloomberg) -- Advanced Micro Devices Inc., the second-biggest maker of computer processors, said its chips will be used by Dell Technologies Inc. for the first time in PCs sold to businesses. The chipmaker unveiled new processors it says will make AMD-based personal computers the best at running artificial intelligence software. Dell has decided to use the chips in some of its computers aimed at business customers, according to AMD executives who are speaking Monday at the CES show in Las Vegas. AMD, Intel Corp. and would-be rival Qualcomm Inc. are announcing new laptop and desktop parts at the show, arguing their respective technologies provide the best performance for artificial intelligence workloads. The chipmakers, and the computer manufacturers, believe the market for PCs will be revived by the capability of the machines to run more tasks with AI. Dell’s embrace of AMD for corporate PCs — it already uses the chipmaker for consumer devices — is another blow for Intel as the company struggles to hang on to its eroding dominance over chips for PCs. Commercial and gaming PCs typically are more profitable areas of the market requiring higher-priced components. During much of its 50-year rivalry with Intel, AMD’s products have been pigeonholed as low-cost, lower-performance options. AMD’s profitability and revenue also never matched Intel. That’s now changed. Though Intel still has about 70% market share and much higher revenue, sales have been declining and its margins have been wiped out by the cost of spending on new technology. AMD said its new Ryzen AI Max series of processors will deliver the highest level of performance available in premium thin and light notebooks. The chips will run AI workloads as much as 90% faster than their predecessors, it said. Separately, AMD is bringing out new 9000 series desktop computer processors, which it said will extend the company’s leadership in that area. The 9900X3D is a chip with 16 processor cores that can run at a speed of as fast as 5.7 gigahertz, AMD said. https://finance.yahoo.com/news/amd-adds-dell-commercial-pc-194500333.html

Schönes Ding heute

Matt Booty Werberede ☠️☠️☠️

https://www.youtube.com/live/WJoaV5NnPtw?si=KpRnSSQVqsto3DOC

Müsste jetzt der AMD Auftritt auf der CES beginnen oder bin ich falsch informiert?

marschieren geht über studieren 🚀

https://www.benzinga.com/25/01/42818093/amd-and-stradvision-team-up-to-boost-adas-backed-by-trump-and-musks-vision-for-autonomous-cars?utm_source=MarketWatch&utm_campaign=partner_feed&utm_medium=partner_feed&utm_content=site&mod=mw_quote_news

20:00 CET Heute Abend: AMD: A Potential Breakout Stock Ahead of CES 2025 Showcase Jan. 6, 2025 at 10:10 a.m. ET Nabeel Bukhari AMD is expected for a rebound at CES 2025 with RDNA 4 GPUs, AI advancements, and strong analyst confidence. Advanced Micro Devices (AMD, Financial) is a potential breakout candidate for this week, trading at $125.37, with the expectation of AMD's CES 2025 showcase. The semiconductor giant, with a market capitalization of $203.4 billion, is up 3.9% in 2025, despite being down 18% in 2024. Also, CES, starting in Las Vegas, is a major driver for AMD as it plans to unveil new RDNA 4 graphics cards and other products. Today's press event, spearheaded by Senior Vice President Jack Huynh is likely to present devices that could potentially alter the approach to computing and artificial intelligence. Analysts continue to have high expectations for the firm noting its profitability, especially in sales of its products within AI-related markets. Also, AMD seems relatively cheap, and the Wall Street analysts 'buy' rating for the stock is another boost to invest in the company. With an increasing interest in its next-gen AI and GPU products, AMD's showing at CES could further entrench its market standing and bring handsome returns to shareholders. The idea of getting back on track after the setbacks of the previous year may have begun in the first week of 2025. https://www.gurufocus.com/news/2646141/amd-a-potential-breakout-stock-ahead-of-ces-2025-showcase?r=4bf001661e6fdd88d0cd7a5659ff9748&mod=mw_quote_news

Komm jetzt nimm die 130$ raus

Intel’s problems worse than you think, WSJ columnist says TheFly Jan 05, 2025, 06:30 PM Intel’s (INTC) problems are worse than you think, according to Wall Street Journal technology columnist Christopher Mims. The company is losing market share “in multiple areas that are critical to its profitability,” and its “many competitors” include not just Nvidia (NVDA) but smaller rivals and even previous allies like Microsoft (MSFT), Mims contends. Last quarter, Intel’s “perennial also-ran” AMD (AMD) actually eclipsed its revenue for chips that go into data centers, the columnist points out. In 2022, Intel’s data-center revenue was three times that of AMD, the Journal notes. Mins contends AMD and others are making “huge inroads” into Intel’s business of making general-purpose chips. https://www.tipranks.com/news/the-fly/intels-problems-worse-than-you-think-wsj-columnist-says?mod=mw_quote_news

Sagte ich doch Long 😄

Wie viel Geld hast du in Aktien schon versenkt die Reiner Müll waren, bei amd kannst du ruhig investiert bleiben

Also die "KI-CPUs" mit denen Kunden aktuell mal gar nichts anfangen können?!

abwarten was eintrifft

AMD ist führend im Segment der KI-PC-Chips Daneben sieht Di Pizio einen weiteren Vorteil von AMD: Dessen Dominanz im Markt für KI-Chips in PCs. Laut dem Finanzblogger würden Rechenzentren zwar eine Schlüsselrolle beim Training von KI-Modellen und der Unterstützung von KI-Inferenzen spielen, jedoch würden die Chips in Smartphones und Computern mittlerweile so leistungsstark, dass einige KI-Workloads direkt auf den Geräten ausgeführt werden könnten. Dadurch würden Nutzer schneller eine Antwort erhalten, da beispielsweise Chatbot-Anfragen nicht erst ins Rechenzentrum übertragen werden müssen.

Fazit Da NVIDIA bereits so viele Marktanteile besitze, sei es wahrscheinlich, dass diese nur noch schrumpfen können. Im Gegensatz dazu stehe AMD erst am Anfang seines Einstiegs in dieses Segment, was bedeute, dass das beste Wachstumspotenzial noch bevorstehe. Zudem sei AMD als führender Anbieter im Segment der KI-PC-Chips bestens positioniert, um von der nächsten grossen Wachstumswelle in der KI-Industrie zu profitieren, erklärt Di Pizio, warum die AMD-Aktie für 2025 eine grossartige Wahl sein könnte.