JHVEPhoto Investment thesis A significant increase in shipments of Instinct MI300 AI accelerators and strong sales of EPYC processors drove data center revenue growth of 115% YoY and +21% QoQ in Q2 2024. Revenue from Instinct MI300 sales exceeded $1 billion for the first time in Q2 2024 and guidance for the full year 2024 was raised again, leading to a corresponding increase in our revenue guidance for the company. AMD's (NASDAQ:AMD) GPU revenue roadmap for 2024 was reaffirmed, which is positive for inv ...