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AMD Stock Surges on Revised AI Market Outlook and Data-Center Ambitions

AMD Stock Surges on Revised AI Market Outlook and Data-Center Ambitions

Published:
2025-11-12 17:36:02
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BTCCSquare news:

Advanced Micro Devices shares rallied 6% as the chipmaker unveiled aggressive three-to-five-year targets, projecting a $1 trillion data-center market by 2030—double its prior estimate. The revised outlook reflects accelerating demand for AI compute infrastructure, with management positioning AMD as a formidable challenger to Nvidia in accelerators and complementary silicon.

Wall Street remains divided on AMD's ability to replicate its Intel-disruption playbook against Nvidia's dominance. Updated margin guidance and revenue growth projections suggest the company is betting heavily on integrated AI systems—from chips to software—to capture market share.

|Square

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