Cathie Wood's ARK Invest is reducing its stake in AMD just as the company prepares to launch its MI450 accelerator and Helios rack-scale system, which are expected to drive significant growth in AI data center revenue. AMD's recent financials show strong revenue growth, especially in data centers, with major customers like Anthropic, OpenAI, and Meta committed to large MI450 deployments. Despite the stock's strong performance and upcoming product cycle, Wood's selling resembles a cautious risk management move rather than a full exit. Investors should watch AMD's Q4 2026 data center revenue for the first material impact of Helios, with analysts generally bullish on the stock's long-term potential.
Nvidia leads the AI infrastructure market with massive revenue and high margins, but AMD is rapidly scaling with strong data center growth and improving profitability. AMD's upcoming Helios GPU and major customer commitments could reshape competition...
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