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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 5588 followers
Created: 2025-07-19 18:35:28 UTC

@Beth_Kindig $AMD is set to lead here. The MI300X’s copackaged CPU+GPU design + growing Epyc footprint gives them a unique inference edge. Hyperscalers are already certifying MI300 for large scale LLMs, so don’t be surprised if $AMD claws >40% of cloud inference by XX.


XXX engagements

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**Related Topics**
[inference](/topic/inference)
[$amd](/topic/$amd)
[advanced micro devices](/topic/advanced-micro-devices)
[stocks technology](/topic/stocks-technology)

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