AMD is accelerating AI system development and partnering with OpenAI to challenge NVIDIA

From Nasdaq: 2025-06-16 08:04:00

NVIDIA maintains a lead in AI GPU and infrastructure, but AMD’s GPUs offer advantages like cost efficiency and superior memory capacity. Recent acquisitions by AMD aim to accelerate AI system development and innovate its pipeline, making it a key player in the AI revolution.

AMD partners with OpenAI to develop MI450 GPUs and Helios servers, challenging NVIDIA’s dominance. AMD’s CEO predicts an 80% increase in AI inference demand by 2026, driving the company’s investment in an open ecosystem and partnerships with cloud providers like Digital Ocean.

Analysts forecast a rebound in AMD’s share price after bullish activity post-Q1 earnings. A move to the consensus target would confirm a reversal trend, with resistance near $120. The upcoming FQ2 earnings release could catalyze the market further, with expectations of revenue outperformance and robust guidance.



Read more at Nasdaq: AMD Accelerates Stack Development: Share Price to Follow