I believe AMD can achieve a 30% increase within the next three months. AMD's optimistic outlook is not based on absolute dominance, but on scale. NVDA confirmed at GTC 2026 that the demand for AI infrastructure far exceeds the capabilities of individual companies, and AMD has now secured a place in this field. EPYC's continued growth in server market share, Instinct's expanding market share in GPUs, and ROCm's increasing influence in the ecosystem make AMD the only viable option in the hyperscale data center market.
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