Wall Street has remained quite skeptical that AMD's MI300 series AI accelerators can go toe-to-toe with NVIDIA's offerings, with the persistent decline in the company's console-related sales continuing to further muddy the proverbial waters. Yet, one Wall Street player has now delivered a fairly upbeat prognosis on AMD's prospects. To wit, Rosenblatt now sees AMD delivering on Wall Street's expectations vis-à-vis the third quarter of 2024 and the outlook for the fourth quarter, with a "slight upside" bias resulting from the market share gains of the EPYC CPU and MI300/325 AI accelerators, albeit tempered by the embedded growth expectations and […]