Historical amd News Stories
AMD Surges After Investor Day OpenAI & Oracle Wins
AMD rallied after a recent Investor Day and concrete AI infrastructure deals with OpenAI and Oracle. Management provided aggressive multi-year revenue and AI data-center targets, while supply agreements and GPU deployments underpin a clearer path to material data-center revenue. This article explains the events, the numbers investors should watch, and the near-term implications for AMD stock and AI-infrastructure positioning.
AMD Analyst Day Fuels Rally; Lawsuit & Intel Risk!
A week of high drama for AMD: bullish guidance and an analyst day ignited a sharp stock rally, while patent litigation from Adeia and a new Intel–Nvidia tie-up were flagged as concrete risks. Here’s a concise, investor-focused breakdown of what happened and why it matters.
AMD Gains: OpenAI Deal and Strong Q3 Drive Rally!!
AMD’s Q3 beat, robust Q4 guidance, and a multibillion GPU supply pact with OpenAI have reshaped investor expectations. Key details: $9.25B revenue in Q3, a major Instinct GPU commitment from OpenAI, and product/system ramps that strengthen AMD’s AI-infrastructure position — even as export limits keep AI-GPU sales out of China.