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Microsoft Just Chose AMD Over Nvidia for AI Inference. What It Means for the Stock

By Trader Edge at 2026-08-18 05:27

Sentiment: Positive

TLDR AMD stock has risen 136% year-to-date, driven by AI data center demand for its CPUs and GPUs. Q2 FY26 revenue jumped 50%, with data center sales surging 107% year-over-year. Microsoft has partnered with AMD to deploy its Helios AI rack platform for frontier model inference. Wall Street holds a Strong Buy consensus with an [...] The post Microsoft Just Chose AMD Over Nvidia for AI Inference. What It Means for the Stock appeared first on CoinCentral. Continue reading...

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