AMD Gains Traction

SGLang's plugin layer makes it easier for inference operators to swap in optimized AMD kernels without rewriting serving stacks. Given OpenAI's recent AMD backing and the industry focus on lowering NVIDIA dependence, the most likely bullish path is incremental but visible AMD adoption in Kimi K3-style inference workloads.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.