Part 10/16:
Meanwhile, AMD excels in specific market segments—particularly in data centers with its open ecosystem-based architectures. AMD's chiplet design and focus on higher ecosystem compatibility appeal to enterprise clients seeking versatile and cost-effective solutions.
While AMD has demonstrated remarkable revenue growth (around 50% over recent years), its focus remains on niches like inference acceleration and inference-specific hardware. They also benefit from large-scale OEM deals, such as with Meta and Oracle, which can translate into rapid growth if AMD effectively scales manufacturing and deployment.