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CMDarnton Avatar Christian Darnton @CMDarnton on x 6145 followers Created: 2025-07-18 15:37:54 UTC

Lisa Su said it clearly:

“Inference will be the primary driver of AI — and now we’re seeing that inflection point.”

The MI300 series is already winning business from Microsoft, Meta, and Oracle.

This is the beginning of AMD’s second act.

XXX engagements

Engagements Line Chart

Related Topics oracle meta coins ai inference microsoft stocks technology

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