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AMD Stock Upgraded While Intel and NVIDIA Receive Downgrades

Citron: NVIDIA at risk of losing emerging AI and Hyperscale business to custom solutions

Stifel: AMD a “Buy” and is positioned to steal server market share from Intel

Stifel also cited the impending threat EPYC represents to Intel’s server business. They expect to see major revenue ramp in the second half of this year as AMD starts to claw back market share from Intel in the highly lucrative data center and enterprise markets.


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