$AMD(AMD.US)As a key player in the semiconductor industry, AMD has consistently delivered better-than-expected results, with revenue growth driven by its data center and gaming segments. Although AMD still lags behind NVIDIA in the AI market, it is narrowing the gap through improvements in its ROCm 7 software and partnerships with companies like OpenAI, accelerating its transformation into an AI systems company. Looking ahead, with the launch of the Helios rack-level system and next-generation GPUs, AMD is expected to further enhance its end-to-end AI solutions and gain additional market share. While its valuation is relatively high and it faces the risk of full-scale competition with NVIDIA, analysts remain optimistic about AMD’s long-term growth potential.