Post by Shay Boloor on X
Shay Boloor@StockSavvyShay
X$AMD data center business has compounded into a ~$23B run-rate engine.
With OpenAI and $META each committing 6 GW of Instinct deployments, AMD now has 12 GW tied to major AI customers as it pushes to become the real second source in AI compute.

336 likes23 repliesPosted May 5, 2026