The Advanced Micro Devices (AMD) stock is on a swing, with a variety of factors contributing to its current state. AMD is expected to see a big reversal in AI revenue and is predicted to earn $25 billion in GPU sales with just 5% market share. AMD's partnership with USC ISI aims to revolutionize AI model training, enhancing the company's stance in the AI market. The company's growth plans include increasing its presence in the AI data center sector with full-rack systems, thus strengthening its position as an AI vendor.
Despite the occasional decline in stock and market value, AMD maintains a $32B FY25 forecast and forecasts a boost in data center revenues through their GPUs. Future developments are promising, with potential resumption of exports to China and plans to ship next-gen AI GPUs by the year-end. Experts, including Jim Cramer, see AMD's progress as favorable and believe it to have strong momentum. However, its chips are predicted to cost more due to TSMC’s US plant operations.
Advanced Micro Devices AMD News Analytics from Fri, 16 May 2025 07:00:00 GMT to Sat, 26 Jul 2025 11:40:27 GMT - Rating 5 - Innovation 7 - Information 7 - Rumor -5
