AMD Stockâs Quiet Edge In AI Inference (NASDAQ:AMD)
Summary
- AMDâs 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 Nvidiaâs B200.
- AMDâs MI400 âHeliosâ platform launches in 2026 with 40 PF FP4 performance and 50% more memory bandwidth, designed at rack scale.
- Over 40 sovereign AI projects, including the University of Maine, diversify demand beyond hyperscalers and provide predictable multi-year revenue streams.
- AMD trades at 40.4x FY25 and 26.2x FY26 forward P/E, supported by EPS growth from $3.90 to $6.01.
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Advanced Micro Devices (NASDAQ:AMD) grew from laggard to contender over several years, powered by certain data center CPU strengths and accelerating migration into AI accelerators. The last quarter manifested strength, but investors who focus too much on
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