$AMD 可能可以在财报后嗦入，可能会出现 $MU 一样的逆天反弹。
Oguz Erkan: $UBS projects that $AMD will ship 1.2 million data center GPUs in 2028.
Assuming an average price of $50k, it’ll generate $60 billion revenue just from from GPUs.
Around 22 million x86 server CPUs were shipped last year. Even assuming modest 15% annual growth by 2028, $3,000
Oguz Erkan: $UBS projects that $AMD will ship 1.2 million data center GPUs in 2028.
Assuming an average price of $50k, it’ll generate $60 billion revenue just from from GPUs.
Around 22 million x86 server CPUs were shipped last year. Even assuming modest 15% annual growth by 2028, $3,000
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