It’s not so much that Advanced Micro Devices’(NASDAQ: AMD) 5C partnership changes the narrative as it strengthens and accelerates it. The deal to collaborate on next-gen data center construction amounts to the missing link in a chain of events that positions the company as a viable, direct competitor to NVIDIA (NASDAQ: NVDA).
Up until now, AMD was a hardware vendor working hard to develop a full AI stack. Now, the company is a full-stack operator that not only produces AI-capable GPUs, the CPUs to drive their operations, and rack-scale server solutions, but also delivers large-scale, hyperscale next-gen data centers for targeted (custom) markets.
