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Rounding out the conversation on cloud computing dynamics, the latest buzz surrounding Advanced Micro Devices (AMD) has captured attention, especially following an 8% surge in their stock shares. There are rumors that AMD may secure new orders from AWS for their GPUs. However, AWS representatives stated they had not received any new customer announcements confirming this speculation.
Analysts and observers note that AMD's mention of AWS during their recent AI event could hint at future collaborations, though no concrete information is available yet. Despite this uncertainty, AMD’s optimistic phrasing—indicating that announcements would come "in due time"—keeps investors intrigued.