Could AMD realistically capture a slice of a trillion-dollar market? CEO Lisa Su unveiled a daring roadmap, targeting over $100 billion in data-center revenue powered by multi-gigawatt AI mega-deals with OpenAI and Oracle. Meanwhile, Nebius’ Meta and Microsoft contracts spotlight a critical truth: that AI infrastructure is sold out and constrained, pushing hyperscalers into multi-billion-dollar commitments. And CoreWeave? With a staggering $55.6 billion backlog, they’re doubling down on infrastructure despite short-term snags, signaling sustained and explosive demand ahead.
Hey, great read as always. The scale of these commitments, especially CoreWeave's backlog, is truly mind-boggling. Do you think the talent pipeline for AI engineers can actually keep pace with this explosive demand, or will that be the next botleneck? Your insights always hit the nail on the head.
Hey, great read as always. The scale of these commitments, especially CoreWeave's backlog, is truly mind-boggling. Do you think the talent pipeline for AI engineers can actually keep pace with this explosive demand, or will that be the next botleneck? Your insights always hit the nail on the head.