Advanced Micro Devices, Inc. (AMD)
AMD's Lisa Su rejects talk of an AI bubble as demand for compute surges
Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) chief executive Lisa Su pushed back firmly against the idea that artificial intelligence is heading for a dramatic correction, telling an audience in San Francisco that the sector's momentum is too strong to be written off as hype. Asked at WIRED's Big Interview event whether she sees signs of a bubble, Su replied: “Emphatically, from my perspective, no.
AI Bubble Or Supercycle? AMD CEO Says Quiet Part Out Loud
Advanced Micro Devices, Inc. is structurally positioned to capture double-digit share of a $1 trillion data center TAM by 2030. AMD's deliberate pivot to high-performance computing and AI, anchored by chiplet-first architecture and rack-scale systems, is driving accelerated data center growth. GPUs remain the dominant accelerator, with ASICs as a complement, supporting AMD's opportunity in general-purpose, high-performance markets.
What Is Happening With AMD Stock?
Advanced Micro Devices (AMD) has been on an extraordinary run lately, with shares soaring 116%, in the past nine months, as enthusiasm around AI hardware continues to reshape the semiconductor landscape. Revenue is climbing, margins are rebounding sharply, and demand for AI GPUs is powering renewed optimism around the company's long-term prospects.
AMD chief says company ready to pay 15% tax on AI chip shipments to China
Advanced Micro Devices CEO Lisa Su on Thursday said the company has licenses to ship some of its MI 308 chips to China and is prepared to pay a 15% tax to the U.S. government if it ships them.
Why Is Advanced Micro (AMD) Down 15.1% Since Last Earnings Report?
Advanced Micro (AMD) reported earnings 30 days ago. What's next for the stock?
AMD's Half-Price Cloud Strategy Narrows Gap With NVIDIA
Shares of Advanced Micro Devices (NASDAQ: AMD) rose 2.1% on December 2nd, coinciding with a notable surge in retail investor sentiment on Reddit and X.
Advanced Micro Devices, Inc. (AMD) Presents at UBS Global Technology and AI Conference 2025 Transcript
Advanced Micro Devices, Inc. (AMD) Presents at UBS Global Technology and AI Conference 2025 Transcript
Wall Street analyst updates AMD stock price
Advanced Micro Devices' (NASDAQ: AMD) long-term AI ambitions has received another vote of confidence from Wall Street after TD Cowen's Joshua Buchalter reaffirmed his ‘Buy' rating.
AMD Is Challenging Nvidia In The Battle For AI Infrastructure
Advanced Micro Devices, Inc. is rated Strong Buy due to significant upside potential as it gains AI chip market share from Nvidia. Nvidia's the poster-child for today's fear, greed and hype in Artificial Intelligence. AMD recently announced that it's entering the AI chip business in-force and it's established aggressive growth targets.
Vultr to invest $1 billion in Ohio AI cluster using AMD chips
Cloud infrastructure company Vultr said on Tuesday it would invest more than $1 billion to launch a new artificial intelligence cluster powered by Advanced Micro Devices' processors at a new data center in Springfield, Ohio.
Why AMD's stock is this analyst's best idea for chip investors next year
The chip maker will start ramping its first rack-scale solution, Helios, and its MI450 series of AI accelerators in mid-2026. TD Cowen says investors should get in before then.
AMD: The AI Infrastructure Runner-Up Might Be The Better Bet
AMD remains a Buy as the runner-up in AI GPUs and leader in CPUs, with robust growth prospects despite recent share price volatility. Q3 delivered record revenue of $9.25B (up 35.6% Y/Y), driven by data center and a strong rebound in client and gaming segments. Strategic advances include the first N2 process GPU, a multi-year OpenAI partnership, and ROCm 7 software to challenge Nvidia's CUDA dominance.
