AMD Instinct MI300X Accelerators Power Microsoft Azure OpenAI Service Workloads and New Azure ND MI300X V5 VMs

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Bank of America discusses implications of AI PC war on chipmakers

May 21, 2024 1:59 PM EDT

In a note to clients Tuesday, analysts at Bank of America discussed the implications of the artificial intelligence PC war on chipmakers, stating it sees a positive read-through for some names.

BofA sees positives for Arm Holdings (NASDAQ: ARM), while it believes the... More