AMD’s next reinvention: A new playbook for the AI era

Advanced Micro Devices Inc.’s first reinvention rebuilt the company.

It was frankly about survival.

Its next reinvention must redefine the company.

AMD’s resurgence over the past decade came from doing what many thought was improbable – rebuilding its processor franchise, taking meaningful share from Intel Corp., and restoring credibility through disciplined execution.

In our view, […]

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