From Nasdaq, Inc.: 2025-06-27 01:36:00

AMD stock (NASDAQ:AMD) surged 7% in Tuesday trading and 15% year-to-date as analysts raise price estimates due to its AI chip market positioning. Nvidia dominates the market, but AMD aims to increase GPU sales. The AI market may shift towards inference, benefitting AMD’s cost-effective alternatives like the MI series.

At AMD’s AI Day, it unveiled the MI350 series promising 4x AI compute performance. Acquisitions of Brium and Enosemi strengthen AMD’s AI software stack, appealing to enterprises seeking flexibility and lower costs. Partnering with Oracle for AI workloads, AMD faces competition from cloud providers developing custom AI chips and Nvidia’s mid-tier chip focus.

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