It's clear that AMD isn't the AI company Nvidia is. Its $3.5 billion in data center revenue in Q3 was a fraction of Nvidia's $30.8 billion. However, investing isn't always about following the herd.
Here's what was so positive about what Microsoft had to say, and why it may have tamped down some recent market fears. In a blog post this morning, Microsoft Vice President Brad Smith wrote bullishly ...