Advanced Micro Devices (NASDAQ: AMD ) is set for strong growth going forward as cloud service providers ((CSPs)) and enterprises gravitate towards inferencing AI models with MI300X GPUs. Management is estimating the TAM for AI accelerators to grow at 60% annually to $500bMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working in industries that range from O&G, ...