A positive but cautious assessment.  Here is what ChatGPT said about AMD in AI

“AMD's focus on AI with the development of the Instinct product line and the success of the Instinct MI300 in exceeding the performance of Nvidia and Intel offerings will have a positive impact on the company's future.

AI is a rapidly growing market with a wide range of applications in industries such as healthcare, finance, and transportation, among others. The demand for high-performance computing solutions to support AI applications is expected to continue to grow in the coming years. By focusing on AI with the development of the Instinct product line, AMD is positioning itself to capture a share of this growing market.

Furthermore, as AMD continues to develop even more powerful platforms for AI, it will further solidify its position as a leader in the AI hardware market. This could lead to increased demand for AMD's products and potentially higher revenues and profits for the company.

However, it's important to note that the AI hardware market is highly competitive, with companies such as Nvidia and Intel also vying for market share. AMD will need to continue to innovate and develop new technologies to stay ahead of the competition and meet the evolving needs of its customers.

Overall, AMD's focus on AI and the development of the Instinct product line will be a positive factor for the company's future, but success will ultimately depend on how well the company can execute its strategy and compete in the market.”