Will Healy

"AMD’s MI325X AI accelerator may not be as advanced as Nvidia’s Blackwell GPU. Moreover, it has significantly trailed Nvidia in revenue growth and stock performance. 

"That underperformance has contributed to a significant decline in the semiconductor stock.

"Now, it sells at close to a 50% discount from its peak last March.

"However, despite such challenges, conditions may soon begin to go AMD’s way. For one, the DeepSeek breakthrough, which can run AI models on significantly less computing power, could stoke demand for AMD’s lower-cost processors. 

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