Antonio Linares

AMD is Going to Dominate Inference EVEN MORE #amd #inference

Name: AMD is Going to Dominate Inference EVEN MORE #amd #inference
Uploaded: 2025-10-27T14:37:48Z
Description: AI in general, and not just at the edge, will have a higher bar for latency requirements over time. Inference will be everywhere and the optimal way to infuse any compute engine with inference capabilities will be by adding an FPGA to it. FPGA’s will likely take some share from GPUs, but most I beli

10/27/2025, 2:37:48 PM

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Economic Summary

Customers will prioritize inference over model parameters or training because they value practical AI that increases top-line revenue and margins.
Technical advantages in inference hardware—notably FPGAs—translate into competitive moats; AMD's faster FPGA performance could capture substantial market share.
The speaker projects that ‘physical AI’ driven by inference demand may evolve into a multi-hundred-billion-dollar market in the next 5–8 years, implying large TAM for hardware providers like AMD.

Bullish

FPGA speed provides AMD a major edge for inference workloads, improving performance and competitiveness.
Inference-focused AI adoption will drive revenue and margin expansion as customers pay for useful AI capabilities.
Physical AI demand could become a multi-hundred-billion-dollar market over the next 5–8 years, benefiting leaders like AMD.

Bearish

No bearish cases captured.

Bullish tickers

AMD

Bullish

Superior FPGA inference performance gives AMD a strong competitive advantage and positions it to capture a large share of an emerging multi-hundred-billion physical AI market.