$AMD(AMD.US) Let me say a few words. The wind is blowing in the ASIC field recently. At this stage, not much profit can be squeezed out from the training side. Therefore, the industry will inevitably focus on squeezing profits from the inference side, as the overall AI capabilities still need significant improvement. Thus, the inference side will see more innovation and breakthroughs, making it far from a steady state, let alone a positive for ASICs. Due to the technical characteristics of ASICs, they are only suitable when the technical architecture is stable and finalized.
The current positive trend, in my understanding, is mainly because AI can already deliver some business value at this stage, and the innovation breakthroughs and demand on the inference side coexist temporarily.
As for how much to be bullish, opinions vary.
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