WS #12644

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AMD's AI forecast grew to $1.4 trillion by 2030, nearly tripling in a year; SpaceX data center plans indicative of sustained compute demand benefiting NVDA; Intel foundry loss weighs on INTC.

AI Infrastructure Demand Surge

AMD's AI forecast grew to $1.4 trillion by 2030, nearly tripling in a year; SpaceX data center plans indicative of sustained compute demand benefiting NVDA; Intel foundry loss weighs on INTC.

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