AMD’s AI story was already ‘tenuous,’ and now the stock has new challenges

Bernstein says AMD’s AI chips remain uncompetitive. That’s nothing new, but in the PC business, AMD now must cope with a potentially ‘more aggressive’ Intel.

Apr 22, 2025 - 21:02
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AMD’s AI story was already ‘tenuous,’ and now the stock has new challenges
Bernstein says AMD’s AI chips remain uncompetitive. That’s nothing new, but in the PC business, AMD now must cope with a potentially ‘more aggressive’ Intel.