Reported 4 months ago
Stifel analyst Ruben Roy discussed AMD's recent mergers and acquisitions, which include nearly $1 billion in software-focused buys, suggesting that the company aims to enhance its competitive position in the chip industry against Nvidia. He noted that AMD's acquisitions are geared towards quickly integrating systems to meet the growing demand for capacity, positioning the company as a potential number two to Nvidia’s dominance.
Source: YAHOO