Advanced Micro Devices, Inc. (AMD)
OpenAI just gave AMD a big boost in the AI chip wars
AMD has agreed to a multi-billion-dollar partnership to supply its artificial intelligence chips to OpenAI. The multi-year deal, announced Monday, will see OpenAI deploy 6 gigawatts of AMD GPUs, with the first 1 gigawatt deployment set to begin in the second half of 2026.
OpenAI, AMD Announce Massive Computing Deal, Marking New Phase of AI Boom
Five-year agreement will challenge Nvidia's market dominance, as OpenAI plans deployment of AMD's new MI450 chips.
Nvidia, AMD Stocks Rise. How OpenAI is Driving the AI Chip Rally.
Nvidia, AMD and other AI chip stocks were gaining as OpenAI pushes ahead with heavy spending.
AMD's Quiet Edge In AI Inference
AMD's Q2 2025 data center revenue reached $3.24 billion, up 14% year-over-year, with EPYC CPUs powering 1,200+ cloud instances. The $800 million MI308 impairment weighed on results, but MI355 promises 40% more tokens per dollar versus Nvidia's B200. AMD's MI400 “Helios” platform launches in 2026 with 40 PF FP4 performance and 50% more memory bandwidth, designed at rack scale.
AMD's AI Ascent: Why Market Share Gains And A Strategic AI Focus Point To Long-Term Growth
AMD is well-positioned for growth, driven by AI, data centers, and increasing market share in desktop CPUs. AMD's open-source AI strategy, expanding product portfolio, and competitive pricing differentiate it from rivals like NVDA and INTC. Strong revenue and EPS growth projections, a robust balance sheet, and relatively attractive valuation multiples support a bullish outlook for AMD.
AMD Stock: Why I'm Buying Before Earnings
Advanced Micro Devices stock has risen significantly in the last two months. The data center and desktop CPU markets are in focus as the company makes inroads. With the launch of the MI355X and MI400 series around the corner, AMD looks attractive.
Is AMD in trouble as Nvidia and Intel pair up? Not so fast, analysts say.
Analysts note that even with Nvidia's help, Intel has its challenges. And they see AMD as poised to benefit from an evolving AI landscape.
Nvidia vs. AMD: Wall Street picks the winner for 2026
Artificial intelligence (AI) is advancing at a pace that defies all expectations, propelling the stock market to valuation levels not seen in decades. The key driver behind the breakthroughs?
Analyst lowers AMD stock price target
AMD (NASDAQ: AMD) had it rough last week, dropping more than 6% on Friday following Broadcom's (NASDAQ: AVGO) impressive quarterly results and news of a $10 billion order for custom chips from a client widely believed to be none other than OpenAI.
AMD: Why P/E 100 Isn't As Crazy As It Seems
AMD's current high valuation is justified only if it captures a significant share of the booming AI accelerator (GPU) market from NVIDIA. The strategic interests of tech giants like Microsoft, Meta, and Google require AMD's success to prevent NVIDIA's monopoly, ensuring AMD receives industry support. Investors must be patient, as the lag between chip announcement, customer testing, and mass production means meaningful GPU revenue won't appear until 2026.
AMD: No Longer A No-Brainer But Still A Buy
AMD's Q2 results were mixed, with strong overall revenue but notable data center and EPS weakness due to export restrictions. Adoption of AMD's GPUs is progressing, and recent export approvals for the MI308 should drive a rebound in EPS and data center growth. Valuation has risen and is no longer a 'no-brainer,' but AMD remains well-positioned in high-growth markets like AI and gaming.
Advanced Micro Devices, Inc. (AMD) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript
Advanced Micro Devices, Inc. (NASDAQ:AMD ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 10:50 AM EDT Company Participants Matthew Ramsay - Vice President of Financial Strategy & Investor Relations Jean Hu - Executive VP, CFO & Treasurer Conference Call Participants Christopher Danely - Citigroup Inc., Research Division Presentation Christopher Danely MD & Analyst I'm Chris Danely, your friendly neighborhood semiconductor analyst here at Citigroup. It's our distinct pleasure to have AMD, Advanced Micro Devices up next, although is the rumor true you're going to change it to AI Micro Devices or what's going to happen there?
