AMD Earnings Show Big Tech Can’t Get Enough AI Chips

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• AMD CFO Delivers Bullish Update That Investors Will Want to Hear

  AMD's stock has risen 142% in 2026 so far and more than 330% over the past five years, amid expectations that CPUs will play a bigger role in AI computing. Speaking at the Citi 2026 Global TMT Conference, CFO Jean Hu said AMD sees its total addressable market (TAM) reaching $2 trillion to $3 trillion by 2030, compared with her earlier estimate of roughly $2 trillion for its semiconductors and other products. The figure reflects the total market size its products can serve rather than expected revenue. In the second quarter, AMD's revenue rose 50% year over year to $11.5 billion, with data center sales up 107% to $6.7 billion on demand for its EPYC CPUs and Instinct GPUs. While Nvidia leads the ultra-high-end GPU market for training AI models, AMD has been gaining ground and winning server CPU share from Intel.

  Yahoo Finance·28/10, 04:20▲ NVDAAMDNVDAartificial intelligence
• Here's why AMD's stock is rising — and sending a confident message about the AI trade

  According to the article, AMD is showing 'real' revenue from AI, and the stock is shrugging off concerns about sustainability. This has led to an upbeat forecast from the company.

  MarketWatch·04/11, 00:17▲ NVDAAMDartificial intelligencesemiconductors
• It’s Time to Revisit The Nvidia Vs. AMD Debate

  NVIDIA and AMD both beat expectations in their latest reports, yet their stocks have moved in opposite directions: AMD is up 164.48% year to date, while NVIDIA is up 14.83%. NVIDIA posted revenue of $96.22B, up 105.8%, with Data Center reaching $89.02B; AMD delivered $11.54B, up 50.1%, and its Data Center sales rose 107% to $6.72B, now 58% of revenue. The article says the gap reflects valuation: NVIDIA trades at about 43 times earnings, while AMD trades near 213, a price that assumes Helios ramps well before volume shipments. For AMD, the author is watching whether Helios yields improve on schedule and whether third-quarter revenue lands near the $13 billion guidance. For NVIDIA, the case rests on its 75.0% margins and $21.34B in quarterly free cash flow, while AMD's non-GAAP gross margin is 56%.

  Yahoo Finance·30/10, 16:45• NVDANVDAAMDsemiconductors
• AMD Is Chasing Nvidia in AI, but Investors Could Win Either Way

  AMD reported second-quarter Data Center revenue of $6.72B, up 107% and 58% of total revenue, and CEO Lisa Su said the company enters the second half with strong momentum. Shares are up 164.77% year to date at $567.04, though they fell 10.08% over the past month. The average analyst price target of $637.61 implies about 12% upside, while expected 2027 EPS growth of 108% and revenue growth of 75% are seen as aggressive. The article says reaching $1,000 per share by 2027 would require a 76% gain, with hurdles including Helios yields, data center power availability and export controls, and that AMD trades at 36x 2027 estimates.

  Yahoo Finance·30/10, 14:33• NVDAAMDNVDAsemiconductors
• Teradyne, Vishay Intertechnology, Allegro MicroSystems, Entegris, and AMD shares are soaring, what you need to know

  Shares of several semiconductor and AI infrastructure companies rose in the afternoon session after strong demand for AI hardware and robust corporate earnings revived investor optimism. According to CNBC, the rally extended to AMD, Nvidia, Micron and Marvell after SpaceX reported a 161% jump in third-quarter revenue, with its AI business growing ninefold to $7.56 billion. Elon Musk also announced that SpaceX and Tesla have formed special committees to discuss a possible merger, while investors looked ahead to Tesla's earnings report later that day. During the session, Teradyne rose 2.9%, Vishay Intertechnology 3.7%, Allegro MicroSystems 0.7%, Entegris 2.6% and AMD 3.5%. The article said the sustained spending and revenue figures eased recent concerns about a slowdown in AI investment.

  Yahoo Finance·21/10, 23:18▲ NVDAsemiconductorsNVDAAMD
• AMD CEO Lisa Su Sees AI Inference Boom Fueling $1.5T Demand By 2030: 'About 60% Of The Market Going Forward'

  AMD CEO Lisa Su says AI inference will account for about 60% of the AI market, with data center AI accelerator demand potentially reaching $1.5 trillion by 2030, speaking at the 2026 OCP Global Summit. She said CPU demand is also surging, driven by AI agents: AMD has raised its CPU TAM three times in the past nine months and expects roughly 50% CAGR over the next four or five years, reaching over $200 billion by 2030. The Helios rack system, developed with Meta and combining 72 GPUs, began production shipments in September to major customers including Meta, Microsoft, OpenAI, Oracle and Anthropic, and AMD estimates it delivers 30% more tokens per dollar. AMD also introduced the Helion rack for agentic AI and the EPYC Verano server chip. AMD stock has gained over 177% year-to-date, while retail sentiment on Stocktwits slipped to 'bearish' from 'neutral'.

  Yahoo Finance·13/10, 08:58▲ NVDAartificial intelligencesemiconductorsdata centers

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  Yahoo Finance·04/11, 02:11• GOOGLSpaceXdata centersAI investment
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