ADVANCED MICRO DEVICES (AMD) Company Report

AMD, Cisco and HUMAIN will invest in a joint venture to deploy up to 1 GW of AI infrastructure in Saudi Arabia by 2030, launching with a 100 MW phase in 2026.
The JV will combine HUMAIN’s modern data center capacity with AMD Instinct MI450 Series GPUs and Cisco’s critical infrastructure solutions as exclusive technology partners.
AMD will establish an AMD Center of Excellence in Saudi Arabia to accelerate local integration and innovation.

2 days ago

Press Release

AMD: Appaloosa Management Takes New Stake and Exits Intel, Oracle

AMD

New Projects/Investments

Appaloosa Management opened a new AMD stake in Q3 2025, making it one of the fund’s top holdings.
The fund exited positions in Intel and Oracle during the same quarter.
New stakes were also added in Fiserv, American Airlines, Truist, and KeyCorp.
Appaloosa boosted investments in Whirlpool, Qualcomm, Baidu, and Nvidia, while trimming UnitedHealth, Vistra, Amazon, Meta, and Uber.
Despite another trim, Alibaba remained the largest holding at 16% of the portfolio.

8 days ago

CNBC

AMD outlines growth strategy and targets at Financial Analyst Day 2025

AMD

Guidance Update

AMD expects ~$34 B in revenue for 2025, marking a 26% CAGR since 2016, with gross profit of ~$18 B and operating profit of ~$8 B.
Over the next 3–5 years, AMD targets >60% CAGR in its Data Center business, >10% CAGR in its Core business, and >35% CAGR company-wide.
AMD aims to achieve >50% server market share, >40% client revenue share, and >70% adaptive compute share in Data Center AI.
The Data Center TAM is projected at ~$200 B in 2025, expanding to >$1 T by 2030.

Nov 11, 2025, 6:00 PM

Presentation

AMD outlines growth strategy and targets at Financial Analyst Day 2025

AMD

Guidance Update

New Projects/Investments

Revenue Acceleration/Inflection

AMD expects >35% total revenue CAGR through 2027, led by >60% CAGR in its Data Center business and >10% CAGR in its core businesses.
Data Center AI revenue is projected to grow at >80% CAGR, with AMD targeting >50% server CPU market share over the next 3–5 years.
The Data Center TAM is estimated at ~$200 billion in 2025 and forecast to exceed $1 trillion by 2030, driven by AI infrastructure expansion.
AMD has invested >$100 billion over the past five years (including >$40 billion organic and ~$60 billion acquisitions) to support compute technology leadership and AI growth.

Nov 11, 2025, 6:00 PM

Presentation

AMD outlines growth strategy and AI roadmap at Financial Analyst Day 2025

AMD

Product Launch

Guidance Update

New Projects/Investments

AMD forecast ~$34 B revenue, ~$18 B gross profit, and ~$8 B operating profit for 2025, reflecting CAGRs of 26%, 34%, and 79% since 2016.
Projects >60% CAGR in its Data Center business and >80% CAGR in Data Center AI revenue over the next 3–5 years, with a Data Center TAM of ~$200 B in 2025 growing to >$1 T by 2030.
Unveiled its AI computing roadmap, including Instinct MI450 Series accelerators in 2026 and the Helios rack-scale platform beginning 2H’26 to enable rack-scale AI deployments.
Highlighted strategic partnerships with OpenAI (deploying 6 GW of Instinct accelerators) and Oracle (50,000 GPUs) to accelerate its AI factory build-out.

Nov 11, 2025, 6:00 PM

Presentation

AMD outlines growth targets and AI roadmap at 2025 Financial Analyst Day

AMD

Guidance Update

Revenue Acceleration/Inflection

Product Launch

AMD expects to grow from $34 billion in 2025 at a >35% CAGR over the next 3–5 years, with >60% CAGR in data center and >10% CAGR in core (client + embedded) segments.
AI revenue is projected to expand at >80% CAGR, targeting tens of billions in data center AI revenue by 2027 and aiming for double-digit share in the data center AI market.
The product roadmap features annual GPU cadence (MI350, upcoming MI400 series and MI500), CPU evolution to Zen 6 on 2 nm, and Helios rack-scale systems with advanced chiplet/packaging and open standards.
AMD is pursuing >50% server revenue share, >40% client revenue share and >70% embedded adaptive revenue share within 3–5 years, supported by design wins exceeding $16 billion in 2025.

Nov 11, 2025, 6:00 PM

Transcript

AMD outlines growth strategy and 2025 financial outlook at Financial Analyst Day 2025

AMD

Guidance Update

Projected 2025 revenue of ~$34 B (CAGR 26%), gross profit of ~$18 B (CAGR 34%), and operating profit of ~$8 B (CAGR 79%)
Data center revenue to exceed $16 B in 2025, representing ~47% of total revenue, with server CPU market share reaching ~40%
Strategic focus on AI, including the upcoming AMD Instinct MI450 series in 2026 and partnerships delivering 6 GW of AI capacity with OpenAI and 50,000 GPUs deployed with Oracle
Five strategic pillars: compute technology leadership, expanding data center leadership, advancing pervasive AI, open software platforms, and custom silicon solutions

Nov 11, 2025, 6:00 PM

Presentation

AMD outlines growth and financial projections at Financial Analyst Day 2025

AMD

Guidance Update

Revenue Acceleration/Inflection

AMD targets >60% CAGR in its data center business and >35% CAGR in total revenue over the next 3–5 years, with data center AI revenue expected to grow at >80% CAGR and a data center TAM of >$1 trillion by 2030.
The company projects 2025 revenue of ~$34 billion, gross profit of ~$18 billion, and operating profit of ~$8 billion, representing CAGRs of 26%, 34%, and 79%, respectively, from 2016 to 2025.
AMD’s 2025 non-GAAP outlook forecasts an adjusted gross profit of $13.11 billion and margin of 54%, excluding $800 million in inventory and related charges.
The firm aims to capture >50% server CPU market share and >40% client CPU market share through its EPYC and Ryzen platforms.

Nov 11, 2025, 6:00 PM

Presentation

AMD reports Q3 2025 results

AMD

Earnings

Guidance Update

Revenue Acceleration/Inflection

Record Q3 revenue of $9.2 B (+36% YoY), driven by data center ($4.3 B, +22% YoY) and client & gaming ($4.0 B, +73% YoY) segments.
EPS of $1.20 (+30% YoY) on a 54% gross margin (up 40 bps YoY) and 24% operating margin.
Free cash flow reached $1.5 B with $1.8 B in operating cash flow; repurchased $89 M in Q3 and $1.3 B YTD, leaving $9.4 B remaining authorization.
Q4 guidance: revenue of $9.6 B ± $0.3 B, excluding Instinct MI308 shipments to China.
Product roadmap: next-gen 2 nm Venice EPYC CPUs and MI400 series GPUs slated for 2026 launch to support continued growth.

Nov 4, 2025, 10:00 PM

Transcript

AMD reports Q3 2025 earnings

AMD

Earnings

Guidance Update

AMD posted Q3’25 GAAP revenue of $9.246 B, up 36% Y/Y, with GAAP gross margin of 52% and non-GAAP gross margin of 54%.
GAAP diluted EPS of $0.75, up 60% Y/Y, and non-GAAP EPS of $1.20, up 30% Y/Y.
Data Center revenue of $4.341 B (+22% Y/Y) generating $1.074 B in operating income; Client & Gaming revenue of $4.048 B (+73% Y/Y) with $867 M operating income.
Generated record free cash flow of $1.5 B and operating cash flow of $1.8 B in Q3.
Q4 non-GAAP outlook: revenue of ~$9.6 B ± $300 M, gross margin ~54.5%, and operating expenses of ~$2.8 B.

Nov 4, 2025, 10:00 PM

Presentation

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