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<p>$AMD  picked up a meaningful AI win this week:

Scaleway, one of Europe’s largest cloud providers, chose AMD’s Instinct MI355X GPUs for a new AI supercomputer in Sweden, which will be the first commercial AMD AI supercomputer in Europe.

Scaleway’s flagship AI system runs on $NVDA, so this is a real GPU customer choosing AMD for its next big build. Every win like this strengthens AMD’s spot as the clear #2 in AI chips.

The stock keeps falling with the chip sector, but the business keeps winning. I’m holding my core position.

Long $AMD</p>

$AMD  picked up a meaningful AI win this week:
Scaleway, one of Europe’s largest cloud providers, chose AMD’s Instinct MI355X GPUs for a new AI supercomputer in Sweden, which will be the first commercial AMD AI supercomputer in Europe.
Scaleway’s flagship AI system runs on $NVDA, so this is a real GPU customer choosing AMD for its next big build. Every win like this strengthens AMD’s spot as the clear #2 in AI chips.
The stock keeps falling with the chip sector, but the business keeps winning. I

$AMD picked up a meaningful AI win this week: Scaleway, one of Europe’s largest cloud providers, chose AMD’s Instinct MI355X GPUs for a new AI supercomputer in Sweden, which will be the first commercial AMD AI supercomputer in Europe. Scaleway’s flagship AI system runs on $NVDA, so this is a real GPU customer choosing AMD for its next big build. Every win like this strengthens AMD’s spot as the clear #2 in AI chips. The stock keeps falling with the chip sector, but the business keeps winning. I’m holding my core position. Long $AMD

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