UBS Expects AMD To Strike A Foundry Deal With Intel, As It Faces Perennial Underdog Status On Data Center Racks
… Related Story NVIDIA Ditches AC Power For 800 VDC AI Factories To Scale Up Compute, Backed By Microsoft, Google and 80 Ecosystem Firms For 2H 2026 AMD appears destined for a perennial underdog status on data center racks, and might have to tap its arch-nemesis, Intel, to maintain momentum on shipme… …