The analyst says that Nvidia ‘get into the advanced micro device business (AMD) with Intel Deal

We recently publish These 10 actions are buzzing after important calls from analysts. Advanced Micro Devices, Inc. (Nasdaq: AMD) is one of the analysts of the actions they were recently talking about.

Ray Wang, founder and president of Constellation Research, said in a last CNBC program that the last investment of $ 5 billion Nvidia in Intel means that the company is “entering” the AMD business.

“I mean, an interesting movement here from Nvidia and Intel. And if you are looking at this, you ask yourself, is it good for Intel? Is it good for Nvidia, what does it mean for Advanced Micro Devices Inc (Nasdaq: AMD) in general? Taking a GPU, connecting it with NVLink, which is the NVIDIA connection platform, and obtaining the ability to bring Intel. Wang said.

Macquarie Core Equity Fund declared the following with respect to Advanced Micro Devices, Inc. (Nasdaq: AMD) in her Letter from the investor of the second quarter 2025:

“Advanced Micro Devices, Inc. (NASDAQ: AMD) design and manufactures semiconductors, including central processing units (CPU), Graphics Processing Units (GPU) and other high -performance computer solutions for several markets such as games, data centers and AI. The company currently maintains a small market share for GPUs used for AI applications, although by 2027, we believe that the company will have products with the market leader, NVIDIA. Hyperscala customers with deep programming experience can decide more and more high -source high -end chips, which leads to much larger income and profits in the coming years for AMD of what investors currently expect. ”

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Disclosure: None. This article is originally published in Internal monkey.