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Antoine Chkaiban ...
  • Pierre FerraguÊ

How does AMD catch the hyperscale AI opportunity? Gen AI Big Idea Series – Forrest Norrod & Doug Huang

Last week, we hosted AMD's Forrest Norrod (EVP & GM, Datacenter Solutions) and Doug Huang (President, ZT Systems) for the latest session of our Big Idea series.

Click on the link below for our top thoughts on the back of this conversation. Reach out to us if you want to discuss this in more detail.
Underlyings
Advanced Micro Devices Inc.

Advanced Micro Devices is a semiconductor company. The company primarily provides x86 microprocessors, as standalone devices or as incorporated into an accelerated processing unit, chipsets, graphics processing units (GPUs), data center and personnel GPUs, and development services; server and embedded processors, semi-custom System-on-Chip products, development services and technology for game consoles. The company also licenses portions of its intellectual property portfolio. The company's segments are: Computing and Graphics, which consists of desktop, notebooks, commercial, and chipsets products; and Enterprise, Embedded and Semi-Custom, which includes server processors, and embedded P\processors products.

Provider
New Street Research
New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

  • Pan European Telecom Services and Cable
  • US Telecoms, Cable, Satellite and Towers
  • Global Emerging Market Telecoms
  • Japan Telecoms
  • Asian Internet
  • Pan European Healthcare
  • Global healthcare thematic research

We provide debt research on:

  • Pan European Telecom Services and Cable


Analysts
Antoine Chkaiban

Pierre FerraguÊ

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