AMD To Strongly Benefit From New AI And Gaming Chips From Nvidia And AMD (NASDAQ:AMD)

Advanced Micro Devices’ (AMD) investors know well that Zen 2 CPU core has brought the Company to the pole position of the x86 world – in servers, desktops, and laptops. AMD has been gaining market share rapidly since the introduction of Zen 2 family products. In addition to raw performance, one of the significant advantages of Zen 2 family products is a less known feature called PCIe 4.0.

PCI Express, or PCIe, is the technology that facilitates moving information between various components of PCs, workstations, and servers. PCIe specification, which was first introduced in 2003, has been stagnant at 3.0 level from 2010 to 2017 until PCIe 4.0 specification was ratified. As can be seen from the table below (image from Wikipedia article), PCIe 4.0 doubles the rate at which data can be moved between various components of PCs and servers.

As these standards go, there is typically a lag

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