Shay Boloor
@StockSavvyShay
Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA
加入 February 2019
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$AMD raised its server CPU TAM estimate to more than $200B by 2030 while already holding 46% revenue share.
That expansion is being driven by agentic AI shifting CPU-to-GPU ratios from roughly 1:8 toward 1:1.
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