AMD's recent double-digit slide has created a compelling entry point for long-term investors.

The artificial intelligence (AI) data center chip market is projected to reach $286 billion by 2030, up from $123 billion in 2024. Yet while investors chase Nvidia ( NVDA 4.30% ) to astronomical highs, they're overlooking a critical question: What happens when the AI market shifts from training models to running them at scale?

Advanced Micro Devices ( AMD 2.86% ) might not dominate today's AI training landscape, but the company's aggressive roadmap and cost advantages position it perfectly for the coming inference revolution. The recent 13% post-earnings dip could be a gift for contrarian investors .

The $286 billion opportunity nobody's talking about

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