🔥 AMD sta vivendo una giornata da protagonista 🚀
Oggi $AMD (Advanced Micro Devices Inc) ha registrato un rally spettacolare — e non è un fuoco di paglia.
🎯 Al centro della spinta c’è un accordo pluriennale con OpenAI: 6 GW di GPU AMD, con la prima tranche da 1 GW prevista in H2 2026.
✅ Cosa possiamo dire con ragionevole fiducia
- Il mercato è disposto a scommettere su AMD in questo ciclo AI.
- Il deal con OpenAI è un punto di svolta strategico
- Le performance tecniche e il contesto macro saranno fattori decisivi nei prossimi mesi
⚠️ Certo: non è una promessa di ricavi immediati
È un impegno che va costruito. Il rally riflette il mercato che “prezza” l’AI come motore del futuro, ma con un salto lungo davanti, fatto di esecuzione concreta, costi e concorrenza.
📊 La mia conclusione per i prossimi mesi
AMD potrà guadagnare credibilità agli occhi del mercato se riuscirà a dimostrare progressi tangibili (prime installazioni, contratti supplementari), non solo annunci.
💡 Chiusura aperta:
Credi che AMD saprà mantenere il passo nei prossimi trimestri? Oppure siamo in un rally eccessivamente “scommesso”?... Show More Translate
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Tue Nov 11 2025 23:45:18 GMT+0000 (Coordinated Universal Time)
