Reported 11 months ago
During Computex Taipei 2024, Lisa Su of AMD showcased the growing momentum of the AMD Instinct accelerator family, the Ryzen AI 300 Series processors, and Ryzen 9000 Series processors for desktops. As AMD enters the AI market, analysts have differing views on its position, with Morgan Stanley downgrading AMD due to high investor expectations in AI, while Susquehanna raised the price target on AMD to $200, anticipating a stronger second half of 2024 in servers. Meanwhile, Nvidia's stock split adjustment and collaboration with Planet Labs were noted, with analysts expressing confidence in Nvidia's smooth AI transition to Blackwell in the latter half of 2024.
Source: YAHOO