AMD 受益于与 Meta 的合作以及 CPU 潜在市场规模的显著增长（从 600 亿美元增至超过 2200 亿美元）。
逐段跳播
我想更仔细看看的第二只股票是 AMD。
The second stock I want to take a closer look at is AMD.
我相信能从中受益的第二家公司是 AMD，对吧？AMD 和 Meta 两者有着非常非常牢固的合作关系。早在二月，然后他们在七月又稍微扩展了一些。AMD 正在使用它，Meta 将使用 AMD 来设计专门的 MI450 芯片。
它将把它们用于大量 CPU 解决方案。它也将把它们用于大量全栈服务器解决方案。
A second company that I believe can benefit from this is AMD, right? AMD and meta two have a very very strong partnership. Uh back in February, and they kind of extended a little bit more in July.
AMD is using it Meta's going to be using AMD to design special MI450 chips. It's going to use them for a lot of CPU solutions. It's going to use them for a lot of full stack server solution as well.
而随着我们进入这个 AI HMC 世界，我确实相信 CPU 将为 AMD 赢得巨大的市场胜利。在最近一份报告中，或者说 AMD 在 9 月 11 日参加的一次会议上，计算与企业 AI 的高级副总裁兼总经理提到，控制平面 API 调用、数据库查询、工具执行等等都是纯 CPU 基础的。
所以，你会看到这一增长出现在一个全新的类别上，再加上传统的通用 CPU 需求，而他们看到这一需求正在大幅增长。
And as we are moving into this AI HMC world, I do believe the CPUs are going to get a massive market win for AMD. In a recent in a recent kind of report or or conference that AMD was at on September 11th, um the SVP and general manager of compute and enterprise AI mentioned that control plane API calls, database queries, tool execution, and all that is pure CPU base.
So, you're seeing this uplift in a whole new class plus the traditional general purpose of CPU needs, and they're seeing that dramatically grow.
他们在十一月举行的 AI 活动上提到，他们说这看起来是 CPU 的多个增长领域。他们这么说了，但他们说得太低了，这就是为什么对 AMD 来说，如果你一直关注这只股票，你会看到他们在 CPU 上的总可寻址市场从十一月的约 600 亿美元，到十二月我印象中是 1200 亿美元，再到最近跃升至 2200 亿美元以上。
They mentioned at their AI event in November, they said that this it looks like multiple areas of growth for the CPU. They called it, but they called it too low, and that's why for AMD, if you have been following the stock, you would have seen that their total addressable market in CPUs went from like 60 billion in November to 120 billion, I believe, in December to recently jumping up to 220 billion dollars plus.
所以，AMD 在这里有着巨大的 TAM 扩张，而如果 Meta 的 Muse 模型表现极其出色并继续开发出优秀的模型，你会看到这一内在工具进一步增长，对 AMD 变得更加看涨。
So, massive TAM expansion here for for AMD, and if Meta does extremely well with their Muse models and continues to develop great models, you are going to see that intrinsic tool grow even more and more and become even more bullish for AMD.
就 AMD 而言，就是他们在 AI GPU、MI 450 上的合作关系，以及他们正在那里推进的定制解决方案。
With AMD, that partnership that they have with the AI GPUs, the MI 450, the custom solutions that they're working with there.
这个频道对 $AMD 的历次判断
Jose Najarro Stocks 在这只股票上共 3 条判断，这里只列相邻的几条。