Advanced Micro Devices, Inc. (AMD)
AMD's deal with OpenAI gives Nvidia much-needed challenger in market it dominates
AMD's big agreement this week with OpenAI gives the chipmaker a chance to cut into Nvidia's dominance in the AI market. "Right now, Nvidia almost has a monopoly," said Mandeep Singh, senior analyst at Bloomberg intelligence.
AMD: Why I'm Still Buying After Massive Rally
AMD surges over 20% after announcing a 6GW GPU deployment partnership with OpenAI, including a warrant for potential 10% equity stake. The OpenAI deal is a long-term catalyst, expected to contribute meaningful Data Center revenue growth starting in late 2026, but margins could face pressure. The deal also grants AMD greater credibility in the GPU field, creating a more competitive backdrop for it to catch up with the industry leader.
AMD: A New Era Begins With OpenAI
Advanced Micro Devices secures a transformative multi-year partnership with OpenAI, positioning itself as a core strategic supplier in next-gen AI infrastructure. The agreement includes up to six gigawatts of Instinct accelerators, performance-based equity incentives, and deep roadmap alignment for future chip generations. AMD's maturing software stack, proven production deployments, and rack-scale system capabilities enhance its competitiveness and revenue potential in AI.
AMD and OpenAI: A Partnership That Just Redrew the AI Map
On Oct. 6, the stock market rendered a clear and stunning verdict on the future of Advanced Micro Devices NASDAQ: AMD. In a single session, AMD's stock price jumped by over 23% to close at $203.71, adding more than $60 billion to its market capitalization.
AMD Stock Increased 30% Over A Week. Have You Thoroughly Assessed The Risk?
Advanced Micro Devices (AMD) stock has risen by 30.7% within 5 trading days. The stock now appears costly, and the critical question is – what is the risk?
AMD: New Highs Incoming
AMD's shares surged 24% on Monday after announcing a transformative strategic partnership with OpenAI, including a potential 10% equity stake in AMD for OpenAI. The deal is expected to add tens of billions to AMD's top line in the years ahead, creating significant upside for revenue and earnings estimates in FY 2026 and beyond. As a result of this deal, AMD now has a strong catalyst in its portfolio for future GPU chip sales which could sustain upside momentum for AMD's shares.
Nvidia's Huang says he's surprised AMD offered 10% of the company in 'clever' OpenAI deal
Nvidia CEO Jensen Huang said he's surprised AMD offered 10% of itself to OpenAI as part of a multibillion-dollar partnership announced earlier this week. The deal includes a warrant for OpenAI to buy up to a 10% stake in AMD.
AMD Could Double From Here—Thanks to Its Blockbuster OpenAI Deal
As the AI arms race accelerates, Advanced Micro Devices NASDAQ: AMD is gaining ground in a market long dominated by NVIDIA. Its recent deal with OpenAI adds weight to the view that AMD stock could still double in value.
Wall Street analysts explain how AMD's own stock will pay for OpenAI's billions in chip purchases
After AMD and OpenAI announced an expanded partnership on Monday, the chatter immediately turned to the unusual way OpenAI would pay for its AMD purchases. It will use AMD's own stock to do so.
Buy the Surge in AMD Stock After Striking Partnership with OpenAI?
Joining Broadcom and Nvidia, AMD is the latest major chip supplier to strike a multibillion-dollar deal with artificial intelligence pioneer OpenAI.
These Stocks Score From AMD's OpenAI Deal, Wall Street Analysts Say
Advanced Micro Devices (AMD) has a number of partners that could be set to benefit from its big deal with OpenAI, according to Wall Street analysts.
Is It Worth Investing in Advanced Micro (AMD) Based on Wall Street's Bullish Views?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
