Partners Meta, Vultr and LeadDesk have highlighted new deployments of AMD EPYC processors, Instinct GPUs, Helios rackscale systems and ROCm software in large AI training, inference and conversational workloads. The article says these collaborations embed AMD technology deeply in customer infrastructure, which can influence utilization, product mix and long-term demand visibility. However, the stock still carries a rich P/E multiple and relies on higher-risk funding for its growth commitments. The most cautious analysts warn that if infrastructure spending cools, the path to US$117.6 billion in revenue and US$31.5 billion in earnings by 2029 could look stretched.
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