$AMD just added Tim Ryan to its Board of Directors. Ryan currently leads Technology and Business Enablement at Citi and previously served as U.S. Chair and Senior Partner at PwC. Itโs not the type of announcement that changes the thesis overnight, but I think the background is interesting given how aggressively AMD is scaling its AI and data center business. Adding more enterprise and operational experience at the board level makes a lot of sense for where AMD is heading.
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