Jim Cramer, influential financial commentator, praised Advanced Micro Devices' latest AI processors for their superior performance, spotlighting AMD’s growing role in the high-stakes semiconductor race. The endorsement comes as investors closely watch AI-driven demand across tech giants and chipmakers.
- Jim Cramer praised AMD’s MI300X AI chips for high performance and efficiency
- Benchmark data shows 35% lower latency in LLM inference compared to older AMD chips
- MI300X delivers 1.8x higher AI inference throughput per watt vs. prior AMD models
- Meta (META) and other cloud providers are reportedly increasing AMD chip adoption
- AMD stock rose 7.2% over five days following the commentary
- Global AI semiconductor spending expected to surpass $200B by 2027
Jim Cramer has issued a strong endorsement of Advanced Micro Devices (AMD), calling the company’s latest AI accelerators 'great performers' in a recent market analysis. His commentary highlights AMD’s increasing competitiveness against dominant player NVIDIA (NVDA), particularly in data center and AI inference workloads. Cramer emphasized that AMD’s MI300X series chips are now delivering performance levels that rival and, in some benchmarks, exceed those of NVDA’s H100 and Blackwell-based offerings. The performance claims are supported by independent benchmark data showing the MI300X achieving up to 1.8 times the AI inference throughput per watt compared to previous-generation AMD chips. In specific machine learning tasks such as large language model (LLM) inference, AMD’s architecture has demonstrated latency improvements of up to 35% over comparable solutions from Intel (INTC) and early-generation NVDA chips. These figures underscore AMD’s progress in power efficiency and scalability—critical factors for cloud service providers and AI developers. The positive sentiment is already influencing market dynamics. AMD shares have risen 7.2% over the past five trading days, outpacing the broader semiconductor index. Analysts note that major tech firms, including Meta (META), are reportedly expanding their use of AMD’s AI hardware in internal data centers. This shift signals a potential diversification in supplier reliance beyond NVDA, which has long dominated the AI chip market. The momentum reflects broader trends: demand for AI-optimized silicon continues to grow, with global semiconductor spending on AI hardware projected to exceed $200 billion by 2027. As AMD tightens its position in this segment, its ability to deliver competitive performance at lower cost points could reshape supply chain strategies across the tech ecosystem.